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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cyndeo Wealth Partners's HD Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Home Depot (HD) stake by 0.75% in Q1 2026, selling an estimated $125K and leaving 45,623 shares worth $15M. The position accounts for 0.79% of the portfolio, ranked #31.

Cyndeo Wealth Partners first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.1M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Cyndeo Wealth Partners held 45,623 shares of Home Depot worth $15M as of Q1 2026.
Cyndeo Wealth Partners sold 343 Home Depot shares in Q1 2026, an estimated $125K.
Home Depot made up 0.79% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #31 holding.
Cyndeo Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Home Depot position peaked at $19.1M in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.