Compass Wealth Management’s Home Depot HD Stock Holding History

Compass 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	$263K	Buy	+746	New	+$243K	0.05%	159
2025 Q4	–	Sell	-848	Closed	-$344K	–	103
2025 Q3	$344K	Hold	848	–	–	0.08%	123
2025 Q2	$311K	Sell	848 -26	-3%	-$9.41K	0.07%	131
2025 Q1	$320K	Hold	874	–	–	0.08%	128
2024 Q4	$340K	Hold	874	–	–	0.08%	129
2024 Q3	$354K	Buy	874 +9	+1%	+$3.28K	0.08%	131
2024 Q2	$298K	Buy	865 +6	+0.7%	+$2.05K	0.07%	136
2024 Q1	$330K	Sell	859 -49	-5%	-$17.9K	0.08%	131
2023 Q4	$315K	Buy	908 +5	+0.6%	+$1.55K	0.09%	127
2023 Q3	$273K	Buy	903 +11	+1%	+$3.54K	0.09%	137
2023 Q2	$277K	Sell	892 -18	-2%	-$5.32K	0.08%	138
2023 Q1	$269K	Buy	910 +18	+2%	+$5.52K	0.09%	140
2022 Q4	$282K	Buy	+892	New	+$272K	0.09%	136

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Compass Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 746 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in HD as recently as Q3 2025.

Compass Wealth Management first reported a position in HD in Q4 2022 and has held it in 13 quarters since. The position peaked at $354K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Compass Wealth Management held 746 shares of Home Depot worth $263K as of Q2 2026.
Home Depot was a new Compass Wealth Management position in Q2 2026.
Home Depot made up 0.05% of Compass Wealth Management's portfolio in Q2 2026, its #159 holding.
Compass Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Home Depot position peaked at $354K in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.