CWG
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Crown Wealth Group’s Home Depot HD Stock Holding History

Crown Wealth Group’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 		$596K Buy
1,690
+89
+6% +$29K 0.15% 70
2026
Q1 		$527K Buy
1,601
+301
+23% +$110K 0.15% 65
2025
Q4 		$447K Sell
1,300
-204
-14% -$74.7K 0.13% 71
2025
Q3 		$610K Buy
1,504
+342
+29% +$134K 0.18% 62
2025
Q2 		$426K Sell
1,162
-23
-2% -$8.32K 0.16% 65
2025
Q1 		$434K Buy
1,185
+63
+6% +$24.6K 0.23% 54
2024
Q4 		$436K Buy
1,122
+23
+2% +$9.4K 0.18% 66
2024
Q3 		$445K Sell
1,099
-39
-3% -$14.2K 0.19% 62
2024
Q2 		$392K Buy
1,138
+22
+2% +$7.5K 0.2% 57
2024
Q1 		$428K Buy
1,116
+329
+42% +$120K 0.22% 53
2023
Q4 		$273K Buy
+787
New +$244K 0.16% 68

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Crown Wealth Group's HD Position: Q2 2026 in Review

Crown Wealth Group increased its Home Depot (HD) stake by 5.6% in Q2 2026, buying an estimated $29K and bringing the position to 1,690 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #70.

Crown Wealth Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $610K in Q3 2025. 1,930 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Crown Wealth Group held 1,690 shares of Home Depot worth $596K as of Q2 2026.
  • Crown Wealth Group bought 89 Home Depot shares in Q2 2026, an estimated $29K.
  • Home Depot made up 0.15% of Crown Wealth Group's portfolio in Q2 2026, its #70 holding.
  • Crown Wealth Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Crown Wealth Group's Home Depot position peaked at $610K in Q3 2025.
  • 1,930 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.