CWM
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Concentrum Wealth Management’s Home Depot HD Stock Holding History

Concentrum 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 		$299K Buy
847
+64
+8% +$20.8K 0.07% 96
2026
Q1 		$258K Buy
+783
New +$285K 0.08% 92

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

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

Concentrum Wealth Management increased its Home Depot (HD) stake by 8.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 847 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #96.

Concentrum Wealth Management first reported a position in HD in Q1 2026 and has held it in 2 quarters since. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Concentrum Wealth Management held 847 shares of Home Depot worth $299K as of Q2 2026.
  • Concentrum Wealth Management bought 64 Home Depot shares in Q2 2026, an estimated $20.8K.
  • Home Depot made up 0.07% of Concentrum Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Concentrum Wealth Management first reported a position in Home Depot in Q1 2026 and has held it in 2 quarters since.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.