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Cherrydale Wealth Management’s Home Depot HD Stock Holding History

Cherrydale 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 		– Sell
-618
Closed -$213K – 81
2025
Q4 		$213K Hold
618
– – 0.06% 71
2025
Q3 		$251K Hold
618
– – 0.08% 63
2025
Q2 		$227K Buy
618
+30
+5% +$10.9K 0.08% 64
2025
Q1 		$216K Buy
588
+2
+0.3% +$779 0.09% 64
2024
Q4 		$228K Buy
586
+8
+1% +$3.27K 0.09% 63
2024
Q3 		$234K Sell
578
-5
-0.9% -$1.82K 0.1% 55
2024
Q2 		$201K Buy
+583
New +$199K 0.09% 63

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cherrydale Wealth Management's HD Position: Q1 2026 in Review

Cherrydale Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 618 shares — an estimated $213K sold.

Cherrydale Wealth Management first reported a position in HD in Q2 2024 and held it in 7 quarters. The position peaked at $251K in Q3 2025. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Cherrydale Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Cherrydale Wealth Management sold 618 Home Depot shares in Q1 2026, an estimated $213K.
  • Cherrydale Wealth Management first reported a position in Home Depot in Q2 2024 and held it in 7 quarters.
  • Cherrydale Wealth Management's Home Depot position peaked at $251K in Q3 2025.
  • 4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Cherrydale Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.