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Finer Wealth Management’s Home Depot HD Stock Holding History

Finer 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 		$419K Sell
1,274
-44
-3% -$16K 0.21% 65
2025
Q4 		$454K Buy
1,318
+4
+0.3% +$1.47K 0.22% 61
2025
Q3 		$532K Sell
1,314
-8
-0.6% -$3.15K 0.27% 55
2025
Q2 		$485K Sell
1,322
-118
-8% -$42.7K 0.26% 57
2025
Q1 		$528K Buy
1,440
+1
+0.1% +$390 0.32% 57
2024
Q4 		$560K Buy
1,439
+4
+0.3% +$1.63K 0.32% 56
2024
Q3 		$581K Sell
1,435
-80
-5% -$29.2K 0.36% 54
2024
Q2 		$522K Sell
1,515
-105
-6% -$35.8K 0.34% 51
2024
Q1 		$621K Buy
1,620
+33
+2% +$12.1K 0.41% 49
2023
Q4 		$550K Sell
1,587
-105
-6% -$32.5K 0.41% 52
2023
Q3 		$511K Sell
1,692
-290
-15% -$93.3K 0.41% 50
2023
Q2 		$616K Buy
1,982
+4
+0.2% +$1.18K 0.48% 48
2023
Q1 		$584K Buy
1,978
+3
+0.2% +$920 0.49% 51
2022
Q4 		$624K Buy
1,975
+15
+0.8% +$4.57K 0.58% 44
2022
Q3 		$541K Buy
1,960
+3
+0.2% +$886 0.53% 49
2022
Q2 		$537K Sell
1,957
-154
-7% -$45.5K 0.49% 46
2022
Q1 		$632K Buy
2,111
+90
+4% +$31.2K 0.52% 45
2021
Q4 		$839K Buy
+2,021
New +$769K 0.7% 42

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

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

Finer Wealth Management reduced its Home Depot (HD) stake by 3.3% in Q1 2026, selling an estimated $16K and leaving 1,274 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #65.

Finer Wealth Management first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $839K in Q4 2021. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Finer Wealth Management held 1,274 shares of Home Depot worth $419K as of Q1 2026.
  • Finer Wealth Management sold 44 Home Depot shares in Q1 2026, an estimated $16K.
  • Home Depot made up 0.21% of Finer Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Finer Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Home Depot position peaked at $839K in Q4 2021.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.