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

Evolution 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
Q1 		$173K Buy
526
+187
+55% +$68.1K 0.13% 119
2025
Q4 		$117K Buy
339
+210
+163% +$76.9K 0.1% 150
2025
Q3 		$52.3K Sell
129
-315
-71% -$124K 0.05% 198
2025
Q2 		$163K Buy
+444
New +$161K 0.2% 86

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

Evolution Wealth Management's HD Position: Q1 2026 in Review

Evolution Wealth Management increased its Home Depot (HD) stake by 55% in Q1 2026, buying an estimated $68.1K and bringing the position to 526 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #119.

Evolution Wealth Management first reported a position in HD in Q2 2025 and has held it in 4 quarters since. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Evolution Wealth Management held 526 shares of Home Depot worth $173K as of Q1 2026.
  • Evolution Wealth Management bought 187 Home Depot shares in Q1 2026, an estimated $68.1K.
  • Home Depot made up 0.13% of Evolution Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Evolution Wealth Management first reported a position in Home Depot in Q2 2025 and has held it in 4 quarters since.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.