Circle Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.43M | Sell |
4,055
-24
| -0.6% | -$7.81K | 0.02% | 123 |
|
|
2026
Q1 | $1.34M | Buy |
4,079
+1,368
| +50% | +$499K | 0.02% | 112 |
|
|
2025
Q4 | $933K | Buy |
2,711
+79
| +3% | +$28.9K | 0.01% | 141 |
|
|
2025
Q3 | $1.07M | Buy |
2,632
+26
| +1% | +$10.2K | 0.02% | 118 |
|
|
2025
Q2 | $956K | Sell |
2,606
-61
| -2% | -$22.1K | 0.02% | 119 |
|
|
2025
Q1 | $978K | Hold |
2,667
| – | – | 0.02% | 114 |
|
|
2024
Q4 | $1.04M | Buy |
2,667
+44
| +2% | +$18K | 0.02% | 115 |
|
|
2024
Q3 | $1.06M | Hold |
2,623
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $903K | Sell |
2,623
-559
| -18% | -$191K | 0.02% | 104 |
|
|
2024
Q1 | $1.22M | Buy |
3,182
+196
| +7% | +$71.6K | 0.03% | 87 |
|
|
2023
Q4 | $1.03M | Sell |
2,986
-619
| -17% | -$192K | 0.03% | 85 |
|
|
2023
Q3 | $1.09M | Buy |
3,605
+944
| +35% | +$304K | 0.03% | 78 |
|
|
2023
Q2 | $827K | Sell |
2,661
-14
| -0.5% | -$4.14K | 0.11% | 68 |
|
|
2023
Q1 | $790K | Buy |
2,675
+15
| +0.6% | +$4.6K | 0.11% | 65 |
|
|
2022
Q4 | $840K | Buy |
2,660
+72
| +3% | +$21.9K | 0.13% | 58 |
|
|
2022
Q3 | $714K | Sell |
2,588
-96
| -4% | -$28.3K | 0.12% | 64 |
|
|
2022
Q2 | $736K | Sell |
2,684
-19
| -0.7% | -$5.61K | 0.12% | 71 |
|
|
2022
Q1 | $809K | Sell |
2,703
-124
| -4% | -$43K | 0.11% | 84 |
|
|
2021
Q4 | $1.17M | Buy |
2,827
+22
| +0.8% | +$8.38K | 0.15% | 60 |
|
|
2021
Q3 | $921K | Buy |
2,805
+42
| +2% | +$13.8K | 0.13% | 68 |
|
|
2021
Q2 | $881K | Buy |
2,763
+86
| +3% | +$27.4K | 0.13% | 82 |
|
|
2021
Q1 | $817K | Buy |
2,677
+406
| +18% | +$112K | 0.13% | 81 |
|
|
2020
Q4 | $603K | Sell |
2,271
-14
| -0.6% | -$3.85K | 0.09% | 129 |
|
|
2020
Q3 | $635K | Sell |
2,285
-19
| -0.8% | -$5.15K | 0.1% | 98 |
|
|
2020
Q2 | $577K | Buy |
2,304
+105
| +5% | +$24K | 0.1% | 97 |
|
|
2020
Q1 | $411K | Buy |
2,199
+82
| +4% | +$18K | 0.08% | 120 |
|
|
2019
Q4 | $462K | Sell |
2,117
-114
| -5% | -$25.8K | 0.08% | 111 |
|
|
2019
Q3 | $518K | Buy |
2,231
+25
| +1% | +$5.46K | 0.11% | 97 |
|
|
2019
Q2 | $459K | Buy |
2,206
+643
| +41% | +$128K | 0.1% | 95 |
|
|
2019
Q1 | $300K | Buy |
1,563
+224
| +17% | +$41.1K | 0.07% | 125 |
|
|
2018
Q4 | $230K | Hold |
1,339
| – | – | 0.09% | 72 |
|
|
2018
Q3 | $277K | Sell |
1,339
-10
| -0.7% | -$2.01K | 0.09% | 79 |
|
|
2018
Q2 | $263K | Sell |
1,349
-19
| -1% | -$3.55K | 0.09% | 88 |
|
|
2018
Q1 | $244K | Buy |
1,368
+7
| +0.5% | +$1.31K | 0.09% | 84 |
|
|
2017
Q4 | $258K | Buy |
1,361
+53
| +4% | +$9.15K | 0.1% | 80 |
|
|
2017
Q3 | $214K | Buy |
+1,308
| New | +$201K | 0.09% | 87 |
|
Other funds holding HD
Circle Wealth Management's HD Position: Q2 2026 in Review
Circle Wealth Management reduced its Home Depot (HD) stake by 0.59% in Q2 2026, selling an estimated $7.81K and leaving 4,055 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #123.
Circle Wealth Management first reported a position in HD in Q3 2017 and has held it in 36 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Circle Wealth Management held 4,055 shares of Home Depot worth $1.43M as of Q2 2026.
- Circle Wealth Management sold 24 Home Depot shares in Q2 2026, an estimated $7.81K.
- Home Depot made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #123 holding.
- Circle Wealth Management first reported a position in Home Depot in Q3 2017 and has held it in 36 quarters since.
- 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.