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Concord Wealth Partners’s Home Depot HD Stock Holding History

Concord Wealth 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 		$3.4M Sell
9,633
-2,866
-23% -$932K 0.39% 61
2026
Q1 		$4.11M Buy
12,499
+596
+5% +$217K 0.53% 43
2025
Q4 		$4.1M Buy
11,903
+1,096
+10% +$401K 0.53% 39
2025
Q3 		$4.38M Buy
10,807
+677
+7% +$266K 0.6% 35
2025
Q2 		$3.71M Sell
10,130
-352
-3% -$127K 0.54% 40
2025
Q1 		$3.84M Sell
10,482
-1,021
-9% -$398K 0.63% 35
2024
Q4 		$4.47M Sell
11,503
-611
-5% -$250K 0.73% 33
2024
Q3 		$4.91M Buy
12,114
+527
+5% +$192K 0.82% 31
2024
Q2 		$3.99M Buy
11,587
+1,279
+12% +$436K 0.7% 38
2024
Q1 		$3.95M Buy
10,308
+748
+8% +$273K 0.71% 37
2023
Q4 		$3.31M Buy
9,560
+1,417
+17% +$439K 0.66% 35
2023
Q3 		$2.46M Buy
8,143
+373
+5% +$120K 0.52% 37
2023
Q2 		$2.41M Buy
7,770
+2,804
+56% +$828K 0.52% 39
2023
Q1 		$1.47M Buy
4,966
+459
+10% +$141K 0.42% 36
2022
Q4 		$1.42M Sell
4,507
-1,380
-23% -$420K 0.43% 38
2022
Q3 		$1.62M Sell
5,887
-109
-2% -$32.2K 0.52% 35
2022
Q2 		$1.64M Buy
5,996
+493
+9% +$146K 0.45% 35
2022
Q1 		$1.65M Buy
5,503
+259
+5% +$89.8K 0.43% 33
2021
Q4 		$2.18M Buy
5,244
+3,755
+252% +$1.43M 0.53% 26
2021
Q3 		$489K Sell
1,489
-2,982
-67% -$979K 0.2% 35
2021
Q2 		$1.43M Buy
4,471
+545
+14% +$173K 0.41% 23
2021
Q1 		$1.2M Buy
3,926
+2,580
+192% +$711K 0.4% 23
2020
Q4 		$358K Buy
+1,346
New +$370K 0.28% 44

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

Concord Wealth Partners's HD Position: Q2 2026 in Review

Concord Wealth Partners reduced its Home Depot (HD) stake by 23% in Q2 2026, selling an estimated $932K and leaving 9,633 shares worth $3.4M. The position accounts for 0.39% of the portfolio, ranked #61.

Concord Wealth Partners first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.91M in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Concord Wealth Partners held 9,633 shares of Home Depot worth $3.4M as of Q2 2026.
  • Concord Wealth Partners sold 2,866 Home Depot shares in Q2 2026, an estimated $932K.
  • Home Depot made up 0.39% of Concord Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Concord Wealth Partners first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Home Depot position peaked at $4.91M in Q3 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.