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Curated Wealth Partners’s Home Depot HD Stock Holding History

Curated 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
2024
Q2 		– Sell
-3,057
Closed -$1.17M – 194
2024
Q1 		$1.17M Buy
+3,057
New +$1.12M 0.17% 39

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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

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

Curated Wealth Partners opened a new position in Home Depot (HD) in Q2 2026: 726 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in HD as recently as Q3 2025.

Curated Wealth Partners first reported a position in HD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2022. 4,106 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Curated Wealth Partners held 726 shares of Home Depot worth $256K as of Q2 2026.
  • Home Depot was a new Curated Wealth Partners position in Q2 2026.
  • Home Depot made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Curated Wealth Partners first reported a position in Home Depot in Q4 2020 and has held it in 20 quarters since.
  • Curated Wealth Partners's Home Depot position peaked at $1.17M in Q4 2022.
  • 4,106 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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