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Curio Wealth’s Home Depot HD Stock Holding History

Curio 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 		– Sell
-220
Closed -$72.4K – 535
2026
Q1 		$72.4K Buy
220
+2
+0.9% +$729 0.02% 112
2025
Q4 		$75.6K Buy
218
+26
+14% +$9.52K 0.03% 119
2025
Q3 		$77.8K Sell
192
-25
-12% -$9.83K 0.03% 106
2025
Q2 		$79.7K Buy
217
+213
+5,325% +$77.1K 0.03% 107
2025
Q1 		$115K Sell
4
-267
-99% -$104K 0.06% 92
2024
Q4 		$105K Buy
+271
New +$111K 0.06% 93

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 $3.38T AUM 44.17% 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

Curio Wealth's HD Position: Q2 2026 in Review

Curio Wealth sold out of Home Depot (HD) in Q2 2026, closing a stake of 220 shares — an estimated $72.4K sold.

Curio Wealth first reported a position in HD in Q4 2024 and held it in 6 quarters. The position peaked at $115K in Q1 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Curio Wealth reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 220 Home Depot shares in Q2 2026, an estimated $72.4K.
  • Curio Wealth first reported a position in Home Depot in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Home Depot position peaked at $115K in Q1 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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