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Collaborative Wealth Management’s Home Depot HD Stock Holding History

Collaborative 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
Q2 		$202K Buy
+574
New +$187K 0.08% 157
2026
Q1 		– Sell
-2,975
Closed -$1.02M – 191
2025
Q4 		$1.02M Buy
2,975
+117
+4% +$42.9K 0.36% 62
2025
Q3 		$1.16M Buy
2,858
+251
+10% +$98.7K 0.47% 48
2025
Q2 		$956K Buy
2,607
+4
+0.2% +$1.45K 0.42% 52
2025
Q1 		$954K Buy
2,603
+13
+0.5% +$5.07K 0.45% 47
2024
Q4 		$1.01M Buy
2,590
+650
+34% +$266K 0.46% 48
2024
Q3 		$786K Hold
1,940
– – 0.36% 62
2024
Q2 		$668K Hold
1,940
– – 0.33% 67
2024
Q1 		$744K Sell
1,940
-435
-18% -$159K 0.37% 63
2023
Q4 		$823K Sell
2,375
-47
-2% -$14.6K 0.45% 58
2023
Q3 		$732K Sell
2,422
-39
-2% -$12.5K 0.44% 58
2023
Q2 		$765K Sell
2,461
-53
-2% -$15.7K 0.45% 56
2023
Q1 		$742K Sell
2,514
-343
-12% -$105K 0.47% 59
2022
Q4 		$903K Buy
2,857
+1,325
+86% +$404K 0.59% 51
2022
Q3 		$423K Hold
1,532
– – 0.3% 89
2022
Q2 		$420K Buy
+1,532
New +$452K 0.28% 103
2021
Q4 		$644K Buy
+1,552
New +$591K 0.35% 93
2021
Q1 		$459K Buy
+1,532
New +$422K 0.26% 117

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

Collaborative Wealth Management's HD Position: Q2 2026 in Review

Collaborative Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 574 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #157 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in HD as recently as Q4 2025.

Collaborative Wealth Management first reported a position in HD in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Collaborative Wealth Management held 574 shares of Home Depot worth $202K as of Q2 2026.
  • Home Depot was a new Collaborative Wealth Management position in Q2 2026.
  • Home Depot made up 0.08% of Collaborative Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Collaborative Wealth Management first reported a position in Home Depot in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's Home Depot position peaked at $1.16M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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