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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
Q2 		$2.97M Buy
8,683
+1,689
+24% +$549K 0.16% 102
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 $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

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

Evergreen Wealth Solutions increased its Home Depot (HD) stake by 24% in Q2 2026, buying an estimated $549K and bringing the position to 8,683 shares worth $2.97M. The position accounts for 0.16% of the portfolio, ranked #102.

Evergreen Wealth Solutions first reported a position in HD in Q2 2025 and has held it in 4 quarters since. 4,103 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Evergreen Wealth Solutions held 8,683 shares of Home Depot worth $2.97M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,689 Home Depot shares in Q2 2026, an estimated $549K.
  • Home Depot made up 0.16% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #102 holding.
  • Evergreen Wealth Solutions first reported a position in Home Depot in Q2 2025 and has held it in 4 quarters since.
  • 4,103 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.