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Core Wealth Partners’s Home Depot HD Stock Holding History

Core 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 		$601K Sell
1,705
-271
-14% -$88.2K 0.26% 90
2026
Q1 		$650K Sell
1,976
-77
-4% -$28.1K 0.3% 79
2025
Q4 		$707K Sell
2,053
-2,363
-54% -$866K 0.32% 69
2025
Q3 		$1.79M Buy
4,416
+492
+13% +$193K 0.82% 40
2025
Q2 		$1.44M Buy
3,924
+1,001
+34% +$362K 0.73% 39
2025
Q1 		$1.07M Buy
2,923
+77
+3% +$30K 0.62% 40
2024
Q4 		$1.11M Buy
2,846
+425
+18% +$174K 0.63% 45
2024
Q3 		$981K Buy
2,421
+40
+2% +$14.6K 0.59% 43
2024
Q2 		$820K Buy
2,381
+226
+10% +$77.1K 0.56% 43
2024
Q1 		$827K Sell
2,155
-18
-0.8% -$6.58K 0.62% 38
2023
Q4 		$753K Buy
2,173
+151
+7% +$46.8K 0.62% 37
2023
Q3 		$611K Sell
2,022
-100
-5% -$32.2K 0.56% 42
2023
Q2 		$659K Buy
2,122
+231
+12% +$68.2K 0.61% 41
2023
Q1 		$558K Sell
1,891
-1,731
-48% -$531K 0.56% 45
2022
Q4 		$551K Buy
+3,622
New +$1.1M 0.62% 43

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Core Wealth Partners reduced its Home Depot (HD) stake by 14% in Q2 2026, selling an estimated $88.2K and leaving 1,705 shares worth $601K. The position accounts for 0.26% of the portfolio, ranked #90.

Core Wealth Partners first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Core Wealth Partners held 1,705 shares of Home Depot worth $601K as of Q2 2026.
  • Core Wealth Partners sold 271 Home Depot shares in Q2 2026, an estimated $88.2K.
  • Home Depot made up 0.26% of Core Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Core Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's Home Depot position peaked at $1.79M in Q3 2025.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.