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Colter Lewis Investment Partners’s Home Depot HD Stock Holding History

Colter Lewis Investment Partners’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 		– Sell
-2,019
Closed -$664K – 128
2026
Q1 		$664K Buy
2,019
+1,323
+190% +$482K 0.62% 48
2025
Q4 		$239K Buy
+696
New +$255K 0.28% 78

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Geode Capital Management
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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

Colter Lewis Investment Partners's HD Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of Home Depot (HD) in Q2 2026, closing a stake of 2,019 shares — an estimated $664K sold.

Colter Lewis Investment Partners first reported a position in HD in Q4 2025 and held it in 2 quarters. The position peaked at $664K in Q1 2026. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 2,019 Home Depot shares in Q2 2026, an estimated $664K.
  • Colter Lewis Investment Partners first reported a position in Home Depot in Q4 2025 and held it in 2 quarters.
  • Colter Lewis Investment Partners's Home Depot position peaked at $664K in Q1 2026.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.