EWM
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Edge Wealth Management’s Home Depot HD Stock Holding History

Edge 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 		$9.8M Buy
27,779
+115
+0.4% +$37.4K 1.65% 19
2026
Q1 		$9.1M Sell
27,664
-14
-0.1% -$5.1K 1.56% 23
2025
Q4 		$9.52M Buy
27,678
+23
+0.1% +$8.42K 1.68% 22
2025
Q3 		$11.2M Buy
27,655
+1
+0% +$393 1.98% 20
2025
Q2 		$10.1M Buy
27,654
+27,022
+4,276% +$9.78M 1.95% 19
2025
Q1 		$232K Buy
632
+1
+0.2% +$390 0.05% 68
2024
Q4 		$246K Hold
631
– – 0.05% 65
2024
Q3 		$256K Buy
631
+1
+0.2% +$365 0.05% 67
2024
Q2 		$217K Buy
+630
New +$215K 0.05% 68
2022
Q1 		– Sell
-338
Closed -$140K – 249
2021
Q4 		$140K Hold
338
– – 0.03% 107
2021
Q3 		$111K Buy
338
+55
+19% +$18.1K 0.02% 122
2021
Q2 		$91K Hold
283
– – 0.02% 143
2021
Q1 		$86K Buy
283
+27
+11% +$7.44K 0.02% 151
2020
Q4 		$68K Hold
256
– – 0.02% 161
2020
Q3 		$71K Sell
256
-388
-60% -$105K 0.02% 175
2020
Q2 		$161K Sell
644
-29
-4% -$6.64K 0.03% 154
2020
Q1 		$129K Sell
673
-520
-44% -$114K 0.03% 157
2019
Q4 		$259K Buy
1,193
+145
+14% +$32.8K 0.05% 132
2019
Q3 		$243K Buy
1,048
+3
+0.3% +$656 0.06% 124
2019
Q2 		$218K Buy
1,045
+10
+1% +$2K 0.05% 135
2019
Q1 		$199K Hold
1,035
– – 0.05% 133
2018
Q4 		$178K Sell
1,035
-613
-37% -$110K 0.05% 144
2018
Q3 		$341K Sell
1,648
-5
-0.3% -$1.01K 0.08% 108
2018
Q2 		$323K Buy
1,653
+568
+52% +$106K 0.08% 112
2018
Q1 		$193K Buy
1,085
+5
+0.5% +$938 0.05% 127
2017
Q4 		$205K Buy
1,080
+2
+0.2% +$345 0.06% 126
2017
Q3 		$176K Sell
1,078
-11
-1% -$1.69K 0.05% 130
2017
Q2 		$166K Sell
1,089
-36
-3% -$5.52K 0.05% 139
2017
Q1 		$165K Buy
1,125
+54
+5% +$7.66K 0.06% 131
2016
Q4 		$144K Buy
1,071
+3
+0.3% +$387 0.05% 128
2016
Q3 		$137K Buy
1,068
+3
+0.3% +$400 0.06% 120
2016
Q2 		$136K Sell
1,065
-81
-7% -$10.7K 0.06% 121
2016
Q1 		$153K Buy
1,146
+3
+0.3% +$374 0.07% 112
2015
Q4 		$152K Sell
1,143
-32
-3% -$4.07K 0.06% 114
2015
Q3 		$135K Buy
1,175
+3
+0.3% +$347 0.05% 117
2015
Q2 		$130K Buy
1,172
+4
+0.3% +$448 0.04% 126
2015
Q1 		$134K Sell
1,168
-697
-37% -$76.9K 0.05% 117
2014
Q4 		$196K Buy
1,865
+3
+0.2% +$291 0.07% 106
2014
Q3 		$171K Buy
1,862
+453
+32% +$38.9K 0.07% 102
2014
Q2 		$114K Buy
1,409
+3
+0.2% +$237 0.05% 124
2014
Q1 		$111K Buy
1,406
+4
+0.3% +$318 0.05% 122
2013
Q4 		$115K Sell
1,402
-5
-0.4% -$390 0.05% 117
2013
Q3 		$107K Hold
1,407
– – 0.07% 95
2013
Q2 		$109K Buy
+1,407
New +$106K 0.07% 81

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Edge Wealth Management increased its Home Depot (HD) stake by 0.42% in Q2 2026, buying an estimated $37.4K and bringing the position to 27,779 shares worth $9.8M. The position accounts for 1.65% of the portfolio, ranked #19.

Edge Wealth Management first reported a position in HD in Q2 2013 and has held it in 44 quarters since. The position peaked at $11.2M in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Edge Wealth Management held 27,779 shares of Home Depot worth $9.8M as of Q2 2026.
  • Edge Wealth Management bought 115 Home Depot shares in Q2 2026, an estimated $37.4K.
  • Home Depot made up 1.65% of Edge Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Edge Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 44 quarters since.
  • Edge Wealth Management's Home Depot position peaked at $11.2M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.