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Crestmont Private Wealth’s Home Depot HD Stock Holding History

Crestmont Private Wealth’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 		$812K Buy
2,302
+15
+0.7% +$4.88K 0.23% 35
2026
Q1 		$752K Buy
2,287
+321
+16% +$117K 0.24% 35
2025
Q4 		$677K Sell
1,966
-53
-3% -$19.4K 0.22% 38
2025
Q3 		$818K Buy
2,019
+126
+7% +$49.5K 0.27% 29
2025
Q2 		$694K Buy
1,893
+126
+7% +$45.6K 0.25% 31
2025
Q1 		$648K Buy
1,767
+247
+16% +$96.3K 0.28% 28
2024
Q4 		$591K Sell
1,520
-117
-7% -$47.8K 0.27% 25
2024
Q3 		$663K Buy
1,637
+91
+6% +$33.2K 0.29% 23
2024
Q2 		$532K Buy
1,546
+334
+28% +$114K 0.26% 25
2024
Q1 		$465K Buy
1,212
+313
+35% +$114K 0.23% 27
2023
Q4 		$312K Buy
899
+15
+2% +$4.64K 0.16% 36
2023
Q3 		$267K Sell
884
-187
-17% -$60.1K 0.16% 40
2023
Q2 		$333K Buy
1,071
+104
+11% +$30.7K 0.2% 36
2023
Q1 		$285K Buy
967
+137
+17% +$42K 0.19% 38
2022
Q4 		$262K Buy
+830
New +$253K 0.18% 34

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

Crestmont Private Wealth's HD Position: Q2 2026 in Review

Crestmont Private Wealth increased its Home Depot (HD) stake by 0.66% in Q2 2026, buying an estimated $4.88K and bringing the position to 2,302 shares worth $812K. The position accounts for 0.23% of the portfolio, ranked #35.

Crestmont Private Wealth first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $818K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Crestmont Private Wealth held 2,302 shares of Home Depot worth $812K as of Q2 2026.
  • Crestmont Private Wealth bought 15 Home Depot shares in Q2 2026, an estimated $4.88K.
  • Home Depot made up 0.23% of Crestmont Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Crestmont Private Wealth first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Crestmont Private Wealth's Home Depot position peaked at $818K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.