DWS
HD icon

Discipline Wealth Solutions’s Home Depot HD Stock Holding History

Discipline Wealth Solutions’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 		$360K Sell
1,022
-36
-3% -$11.7K 0.03% 150
2026
Q1 		$348K Buy
1,058
+328
+45% +$120K 0.04% 138
2025
Q4 		$251K Buy
730
+90
+14% +$33K 0.05% 150
2025
Q3 		$259K Buy
+640
New +$252K 0.07% 136

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

Discipline Wealth Solutions's HD Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Home Depot (HD) stake by 3.4% in Q2 2026, selling an estimated $11.7K and leaving 1,022 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #150.

Discipline Wealth Solutions first reported a position in HD in Q3 2025 and has held it in 4 quarters since. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Discipline Wealth Solutions held 1,022 shares of Home Depot worth $360K as of Q2 2026.
  • Discipline Wealth Solutions sold 36 Home Depot shares in Q2 2026, an estimated $11.7K.
  • Home Depot made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #150 holding.
  • Discipline Wealth Solutions first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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