Cherry Tree Wealth Management’s Home Depot HD Stock Holding History

Cherry Tree Wealth Management’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 Q1	$129K	Hold	392	–	–	0.03%	193
2025 Q4	$135K	Sell	392 -21	-5%	-$7.69K	0.03%	198
2025 Q3	$167K	Sell	413 -499	-55%	-$196K	0.04%	175
2025 Q2	$334K	Sell	912 -25	-3%	-$9.05K	0.08%	116
2025 Q1	$343K	Hold	937	–	–	0.08%	119
2024 Q4	$364K	Sell	937 -1	-0.1%	-$409	0.09%	116
2024 Q3	$380K	Hold	938	–	–	0.09%	115
2024 Q2	$323K	Buy	938 +20	+2%	+$6.82K	0.08%	124
2024 Q1	$352K	Sell	918 -2	-0.2%	-$731	0.09%	114
2023 Q4	$319K	Hold	920	–	–	0.09%	118
2023 Q3	$278K	Hold	920	–	–	0.08%	125
2023 Q2	$286K	Buy	+920	New	+$272K	0.08%	123

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cherry Tree Wealth Management's HD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Home Depot (HD) position steady in Q1 2026 at 392 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #193.

Cherry Tree Wealth Management first reported a position in HD in Q2 2023 and has held it in 12 quarters since. The position peaked at $380K in Q3 2024. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Cherry Tree Wealth Management held 392 shares of Home Depot worth $129K as of Q1 2026.
Cherry Tree Wealth Management left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #193 holding.
Cherry Tree Wealth Management first reported a position in Home Depot in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Home Depot position peaked at $380K in Q3 2024.
4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.