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Forteris Wealth Management’s Home Depot HD Stock Holding History

Forteris 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 		$916K Buy
2,596
+200
+8% +$65.1K 0.75% 34
2026
Q1 		$788K Buy
2,396
+22
+0.9% +$8.02K 0.75% 35
2025
Q4 		$817K Buy
+2,374
New +$870K 0.8% 29

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Forteris Wealth Management increased its Home Depot (HD) stake by 8.3% in Q2 2026, buying an estimated $65.1K and bringing the position to 2,596 shares worth $916K. The position accounts for 0.75% of the portfolio, ranked #34.

Forteris Wealth Management first reported a position in HD in Q4 2025 and has held it in 3 quarters since. 2,764 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Forteris Wealth Management held 2,596 shares of Home Depot worth $916K as of Q2 2026.
  • Forteris Wealth Management bought 200 Home Depot shares in Q2 2026, an estimated $65.1K.
  • Home Depot made up 0.75% of Forteris Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Forteris Wealth Management first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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