DWM
HD icon

Dogwood Wealth Management’s Home Depot HD Stock Holding History

Dogwood Wealth Management’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 		$145K Sell
410
-976
-70% -$318K 0.06% 88
2026
Q1 		$456K Sell
1,386
-591
-30% -$215K 0.2% 52
2025
Q4 		$680K Sell
1,977
-399
-17% -$146K 0.3% 50
2025
Q3 		$963K Buy
2,376
+52
+2% +$20.4K 0.44% 44
2025
Q2 		$854K Buy
2,324
+157
+7% +$56.8K 0.42% 46
2025
Q1 		$794K Buy
2,167
+240
+12% +$93.5K 0.42% 43
2024
Q4 		$750K Sell
1,927
-55
-3% -$22.5K 0.4% 42
2024
Q3 		$803K Buy
1,982
+139
+8% +$50.7K 0.46% 38
2024
Q2 		$634K Buy
1,843
+580
+46% +$198K 0.39% 41
2024
Q1 		$485K Buy
1,263
+1,018
+416% +$372K 0.33% 48
2023
Q4 		$84.9K Buy
+245
New +$75.9K 0.07% 102

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

Dogwood Wealth Management's HD Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Home Depot (HD) stake by 70% in Q2 2026, selling an estimated $318K and leaving 410 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #88.

Dogwood Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $963K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Dogwood Wealth Management held 410 shares of Home Depot worth $145K as of Q2 2026.
  • Dogwood Wealth Management sold 976 Home Depot shares in Q2 2026, an estimated $318K.
  • Home Depot made up 0.06% of Dogwood Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Dogwood Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Home Depot position peaked at $963K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.