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Coastwise Capital Group’s Home Depot HD Stock Holding History

Coastwise Capital 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 		$542K Buy
1,537
+98
+7% +$31.9K 0.32% 70
2026
Q1 		$473K Sell
1,439
-1,208
-46% -$440K 0.26% 76
2025
Q4 		$911K Buy
2,647
+2
+0.1% +$733 0.46% 52
2025
Q3 		$1.07M Buy
2,645
+28
+1% +$11K 0.75% 36
2025
Q2 		$960K Sell
2,617
-113
-4% -$40.9K 0.76% 36
2025
Q1 		$1M Buy
2,730
+1,455
+114% +$567K 0.84% 35
2024
Q4 		$496K Sell
1,275
-196
-13% -$80.1K 0.4% 64
2024
Q3 		$596K Buy
1,471
+212
+17% +$77.3K 0.49% 56
2024
Q2 		$434K Sell
1,259
-306
-20% -$104K 0.41% 64
2024
Q1 		$600K Buy
1,565
+5
+0.3% +$1.83K 0.56% 49
2023
Q4 		$541K Sell
1,560
-215
-12% -$66.6K 0.55% 50
2023
Q3 		$536K Buy
1,775
+361
+26% +$116K 0.61% 50
2023
Q2 		$439K Buy
1,414
+3
+0.2% +$886 0.5% 59
2023
Q1 		$416K Buy
1,411
+223
+19% +$68.4K 0.48% 61
2022
Q4 		$375K Buy
1,188
+303
+34% +$92.3K 0.45% 66
2022
Q3 		$244K Buy
885
+22
+3% +$6.49K 0.39% 81
2022
Q2 		$237K Buy
+863
New +$255K 0.29% 91

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Coastwise Capital Group's HD Position: Q2 2026 in Review

Coastwise Capital Group increased its Home Depot (HD) stake by 6.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,537 shares worth $542K. The position accounts for 0.32% of the portfolio, ranked #70.

Coastwise Capital Group first reported a position in HD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2025. 990 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Coastwise Capital Group held 1,537 shares of Home Depot worth $542K as of Q2 2026.
  • Coastwise Capital Group bought 98 Home Depot shares in Q2 2026, an estimated $31.9K.
  • Home Depot made up 0.32% of Coastwise Capital Group's portfolio in Q2 2026, its #70 holding.
  • Coastwise Capital Group first reported a position in Home Depot in Q2 2022 and has held it in 17 quarters since.
  • Coastwise Capital Group's Home Depot position peaked at $1.07M in Q3 2025.
  • 990 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.