CWP
HD icon

Cyndeo Wealth Partners’s Home Depot HD Stock Holding History

Cyndeo 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 		$16.4M Buy
46,632
+1,009
+2% +$328K 0.77% 30
2026
Q1 		$15M Sell
45,623
-343
-0.7% -$125K 0.79% 31
2025
Q4 		$15.8M Sell
45,966
-1,259
-3% -$461K 0.85% 31
2025
Q3 		$19.1M Buy
47,225
+3,356
+8% +$1.32M 1.06% 20
2025
Q2 		$16.1M Buy
43,869
+134
+0.3% +$48.5K 0.95% 25
2025
Q1 		$16M Buy
43,735
+3,598
+9% +$1.4M 1.05% 20
2024
Q4 		$15.6M Buy
40,137
+865
+2% +$353K 1.06% 21
2024
Q3 		$15.9M Buy
39,272
+7,493
+24% +$2.73M 1.11% 19
2024
Q2 		$10.9M Buy
31,779
+1,810
+6% +$617K 0.86% 25
2024
Q1 		$11.5M Buy
29,969
+586
+2% +$214K 0.96% 23
2023
Q4 		$10.2M Buy
29,383
+3,987
+16% +$1.23M 0.94% 21
2023
Q3 		$7.67M Sell
25,396
-604
-2% -$194K 0.8% 29
2023
Q2 		$8.08M Sell
26,000
-4,053
-13% -$1.2M 0.84% 24
2023
Q1 		$8.87M Buy
30,053
+1,987
+7% +$609K 0.96% 21
2022
Q4 		$8.86M Buy
+28,066
New +$8.55M 1.04% 17

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

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

Cyndeo Wealth Partners increased its Home Depot (HD) stake by 2.2% in Q2 2026, buying an estimated $328K and bringing the position to 46,632 shares worth $16.4M. The position accounts for 0.77% of the portfolio, ranked #30.

Cyndeo Wealth Partners first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.1M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cyndeo Wealth Partners held 46,632 shares of Home Depot worth $16.4M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,009 Home Depot shares in Q2 2026, an estimated $328K.
  • Home Depot made up 0.77% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Cyndeo Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Home Depot position peaked at $19.1M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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