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Consultiva Wealth Management’s Home Depot HD Stock Holding History

Consultiva 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 		$145K Hold
410
– – 0.33% 45
2026
Q1 		$135K Hold
410
– – 0.39% 40
2025
Q4 		$141K Sell
410
-30
-7% -$11K 0.4% 42
2025
Q3 		$178K Hold
440
– – 0.5% 27
2025
Q2 		$161K Hold
440
– – 0.5% 31
2025
Q1 		$161K Hold
440
– – 0.55% 29
2024
Q4 		$171K Buy
+440
New +$180K 0.86% 18

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

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

Consultiva Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 410 shares worth $145K. The position accounts for 0.33% of the portfolio, ranked #45.

Consultiva Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Consultiva Wealth Management held 410 shares of Home Depot worth $145K as of Q2 2026.
  • Consultiva Wealth Management left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.33% of Consultiva Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Consultiva Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Home Depot position peaked at $178K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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