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Cogent Private Wealth’s Home Depot HD Stock Holding History

Cogent Private Wealth’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 		$238K Buy
674
+34
+5% +$11.1K 0.15% 103
2026
Q1 		$210K Sell
640
-851
-57% -$310K 0.15% 95
2025
Q4 		$513K Buy
+1,491
New +$546K 0.39% 60

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

Cogent Private Wealth's HD Position: Q2 2026 in Review

Cogent Private Wealth increased its Home Depot (HD) stake by 5.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 674 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #103.

Cogent Private Wealth first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $513K in Q4 2025. 4,093 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cogent Private Wealth held 674 shares of Home Depot worth $238K as of Q2 2026.
  • Cogent Private Wealth bought 34 Home Depot shares in Q2 2026, an estimated $11.1K.
  • Home Depot made up 0.15% of Cogent Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Cogent Private Wealth first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Cogent Private Wealth's Home Depot position peaked at $513K in Q4 2025.
  • 4,093 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.