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Dynasty Wealth Management’s Home Depot HD Stock Holding History

Dynasty 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 		$421K Sell
1,193
-3,038
-72% -$988K ﹤0.01% 280
2026
Q1 		$1.39M Sell
4,231
-987
-19% -$360K 0.01% 152
2025
Q4 		$1.8M Sell
5,218
-870
-14% -$319K 0.02% 142
2025
Q3 		$2.47M Buy
6,088
+914
+18% +$359K 0.03% 103
2025
Q2 		$1.9M Sell
5,174
-152
-3% -$55K 0.03% 89
2025
Q1 		$1.95M Buy
5,326
+136
+3% +$53K 0.03% 95
2024
Q4 		$2.02M Buy
5,190
+473
+10% +$193K 0.03% 93
2024
Q3 		$1.91M Buy
4,717
+2,311
+96% +$843K 0.06% 72
2024
Q2 		$828K Sell
2,406
-1,336
-36% -$456K 0.02% 147
2024
Q1 		$1.44M Buy
+3,742
New +$1.37M 0.05% 92
2018
Q4 		– Sell
-2,267
Closed -$470K – 43
2018
Q3 		$470K Buy
+2,267
New +$456K 0.61% 42

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

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

Dynasty Wealth Management reduced its Home Depot (HD) stake by 72% in Q2 2026, selling an estimated $988K and leaving 1,193 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Dynasty Wealth Management first reported a position in HD in Q3 2018 and has held it in 11 quarters since. The position peaked at $2.47M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Dynasty Wealth Management held 1,193 shares of Home Depot worth $421K as of Q2 2026.
  • Dynasty Wealth Management sold 3,038 Home Depot shares in Q2 2026, an estimated $988K.
  • Home Depot made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Dynasty Wealth Management first reported a position in Home Depot in Q3 2018 and has held it in 11 quarters since.
  • Dynasty Wealth Management's Home Depot position peaked at $2.47M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.