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
Q2 		$303K Buy
858
+332
+63% +$108K 0.18% 94
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 $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

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

Evolution Wealth Management increased its Home Depot (HD) stake by 63% in Q2 2026, buying an estimated $108K and bringing the position to 858 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #94.

Evolution Wealth Management first reported a position in HD in Q2 2025 and has held it in 5 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Evolution Wealth Management held 858 shares of Home Depot worth $303K as of Q2 2026.
  • Evolution Wealth Management bought 332 Home Depot shares in Q2 2026, an estimated $108K.
  • Home Depot made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Evolution Wealth Management first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.