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Cedarwood Wealth’s Home Depot HD Stock Holding History

Cedarwood Wealth’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
851
+76
+10% +$24.7K 0.23% 67
2026
Q1 		$255K Sell
775
-13
-2% -$4.74K 0.26% 68
2025
Q4 		$305K Buy
+788
New +$289K 0.34% 58

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cedarwood Wealth's HD Position: Q2 2026 in Review

Cedarwood Wealth increased its Home Depot (HD) stake by 9.8% in Q2 2026, buying an estimated $24.7K and bringing the position to 851 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #67.

Cedarwood Wealth first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 4,079 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cedarwood Wealth held 851 shares of Home Depot worth $300K as of Q2 2026.
  • Cedarwood Wealth bought 76 Home Depot shares in Q2 2026, an estimated $24.7K.
  • Home Depot made up 0.23% of Cedarwood Wealth's portfolio in Q2 2026, its #67 holding.
  • Cedarwood Wealth first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Cedarwood Wealth's Home Depot position peaked at $305K in Q4 2025.
  • 4,079 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.