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Evergreen Wealth Solutions’s Home Depot HD Stock Holding History

Evergreen 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
Q1 		$2.3M Buy
6,994
+6,166
+745% +$2.25M 0.16% 103
2025
Q4 		$285K Buy
+828
New +$303K 0.04% 174
2025
Q3 		– Sell
-614
Closed -$225K – 131
2025
Q2 		$225K Buy
+614
New +$222K 0.14% 106

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evergreen Wealth Solutions's HD Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Home Depot (HD) stake by 745% in Q1 2026, buying an estimated $2.25M and bringing the position to 6,994 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #103.

Evergreen Wealth Solutions first reported a position in HD in Q2 2025 and has held it in 3 quarters since. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Evergreen Wealth Solutions held 6,994 shares of Home Depot worth $2.3M as of Q1 2026.
  • Evergreen Wealth Solutions bought 6,166 Home Depot shares in Q1 2026, an estimated $2.25M.
  • Home Depot made up 0.16% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #103 holding.
  • Evergreen Wealth Solutions first reported a position in Home Depot in Q2 2025 and has held it in 3 quarters since.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.