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Flatrock Wealth Partners’s Home Depot HD Stock Holding History

Flatrock Wealth Partners’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 		$243K Buy
+688
New +$224K 0.1% 140
2026
Q1 		– Sell
-794
Closed -$273K – 175
2025
Q4 		$273K Buy
+794
New +$291K 0.13% 115

Other funds holding HD

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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

Flatrock Wealth Partners's HD Position: Q2 2026 in Review

Flatrock Wealth Partners opened a new position in Home Depot (HD) in Q2 2026: 688 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Flatrock Wealth Partners previously reported a position in HD as recently as Q4 2025.

Flatrock Wealth Partners first reported a position in HD in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Flatrock Wealth Partners held 688 shares of Home Depot worth $243K as of Q2 2026.
  • Home Depot was a new Flatrock Wealth Partners position in Q2 2026.
  • Home Depot made up 0.1% of Flatrock Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Flatrock Wealth Partners first reported a position in Home Depot in Q4 2025 and has held it in 2 quarters since.
  • Flatrock Wealth Partners's Home Depot position peaked at $273K in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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