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Chung Wu Investment Group’s Home Depot HD Stock Holding History

Chung Wu Investment Group’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 		$1.1M Sell
3,110
-130
-4% -$42.3K 0.72% 30
2026
Q1 		$1.07M Sell
3,240
-43
-1% -$15.7K 0.92% 26
2025
Q4 		$1.13M Sell
3,283
-90
-3% -$33K 0.92% 25
2025
Q3 		$1.37M Buy
3,373
+10
+0.3% +$3.93K 1.14% 24
2025
Q2 		$1.23M Sell
3,363
-85
-2% -$30.8K 1.29% 19
2025
Q1 		$1.26M Sell
3,448
-325
-9% -$127K 1.51% 19
2024
Q4 		$1.47M Buy
+3,773
New +$1.54M 1.48% 15

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

Chung Wu Investment Group's HD Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Home Depot (HD) stake by 4% in Q2 2026, selling an estimated $42.3K and leaving 3,110 shares worth $1.1M. The position accounts for 0.72% of the portfolio, ranked #30.

Chung Wu Investment Group first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Chung Wu Investment Group held 3,110 shares of Home Depot worth $1.1M as of Q2 2026.
  • Chung Wu Investment Group sold 130 Home Depot shares in Q2 2026, an estimated $42.3K.
  • Home Depot made up 0.72% of Chung Wu Investment Group's portfolio in Q2 2026, its #30 holding.
  • Chung Wu Investment Group first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Home Depot position peaked at $1.47M in Q4 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.