CWM
HD icon

Copia Wealth Management’s Home Depot HD Stock Holding History

Copia 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 		$61.7K Sell
175
-4
-2% -$1.3K 0.04% 193
2026
Q1 		$58.9K Buy
179
+2
+1% +$729 0.04% 186
2025
Q4 		$60.9K Sell
177
-28
-14% -$10.3K 0.04% 191
2025
Q3 		$83.1K Buy
205
+84
+69% +$33K 0.06% 150
2025
Q2 		$44.4K Hold
121
– – 0.04% 176
2025
Q1 		$44.3K Hold
121
– – 0.04% 167
2024
Q4 		$47.1K Buy
+121
New +$49.4K 0.04% 150

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

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

Copia Wealth Management reduced its Home Depot (HD) stake by 2.2% in Q2 2026, selling an estimated $1.3K and leaving 175 shares worth $61.7K. The position accounts for 0.04% of the portfolio, ranked #193.

Copia Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.1K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Copia Wealth Management held 175 shares of Home Depot worth $61.7K as of Q2 2026.
  • Copia Wealth Management sold 4 Home Depot shares in Q2 2026, an estimated $1.3K.
  • Home Depot made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Copia Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Home Depot position peaked at $83.1K in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.