Cypress Wealth Services’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$141K Buy
+400
New +$130K 0.02% 416

Other funds holding HD

Cypress Wealth Services's HD Position: Q2 2026 in Review

Cypress Wealth Services reduced its Home Depot (HD) stake by 12% in Q2 2026, selling an estimated $130K and leaving 3,064 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #122.

Cypress Wealth Services first reported a position in HD in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.11M in Q1 2021. 1,250 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cypress Wealth Services held 3,064 shares of Home Depot worth $1.08M as of Q2 2026.
  • Cypress Wealth Services sold 401 Home Depot shares in Q2 2026, an estimated $130K.
  • Home Depot made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #122 holding.
  • Cypress Wealth Services first reported a position in Home Depot in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Home Depot position peaked at $2.11M in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.