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ForthRight Wealth Management’s Home Depot HD Stock Holding History

ForthRight 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 		$1.29M Buy
3,655
+7
+0.2% +$2.28K 0.33% 28
2026
Q1 		$1.2M Sell
3,648
-193
-5% -$70.3K 0.34% 28
2025
Q4 		$1.32M Sell
3,841
-620
-14% -$227K 0.38% 25
2025
Q3 		$1.81M Sell
4,461
-10
-0.2% -$3.93K 0.53% 24
2025
Q2 		$1.64M Sell
4,471
-1,382
-24% -$500K 0.51% 25
2025
Q1 		$2.15M Sell
5,853
-255
-4% -$99.4K 0.72% 22
2024
Q4 		$2.38M Sell
6,108
-721
-11% -$295K 0.79% 21
2024
Q3 		$2.77M Buy
6,829
+19
+0.3% +$6.93K 0.92% 19
2024
Q2 		$2.34M Sell
6,810
-185
-3% -$63.1K 0.84% 20
2024
Q1 		$2.68M Sell
6,995
-71
-1% -$25.9K 0.96% 20
2023
Q4 		$2.45M Buy
7,066
+204
+3% +$63.2K 0.95% 20
2023
Q3 		$2.07M Buy
6,862
+142
+2% +$45.7K 0.89% 21
2023
Q2 		$2.09M Buy
6,720
+26
+0.4% +$7.68K 0.87% 23
2023
Q1 		$1.98M Sell
6,694
-478
-7% -$147K 0.9% 21
2022
Q4 		$2.27M Buy
7,172
+19
+0.3% +$5.79K 1.16% 18
2022
Q3 		$1.97M Buy
7,153
+24
+0.3% +$7.08K 1.16% 16
2022
Q2 		$1.96M Buy
7,129
+24
+0.3% +$7.09K 1.09% 16
2022
Q1 		$2.13M Buy
7,105
+269
+4% +$93.3K 1.1% 17
2021
Q4 		$2.84M Sell
6,836
-601
-8% -$229K 1.55% 14
2021
Q3 		$2.44M Buy
+7,437
New +$2.44M 1.48% 13
2021
Q1 		– Sell
-893
Closed -$237K – 93
2020
Q4 		$237K Buy
+893
New +$245K 0.19% 27

Other funds holding HD

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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

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

ForthRight Wealth Management increased its Home Depot (HD) stake by 0.19% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,655 shares worth $1.29M. The position accounts for 0.33% of the portfolio, ranked #28.

ForthRight Wealth Management first reported a position in HD in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.84M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • ForthRight Wealth Management held 3,655 shares of Home Depot worth $1.29M as of Q2 2026.
  • ForthRight Wealth Management bought 7 Home Depot shares in Q2 2026, an estimated $2.28K.
  • Home Depot made up 0.33% of ForthRight Wealth Management's portfolio in Q2 2026, its #28 holding.
  • ForthRight Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 21 quarters since.
  • ForthRight Wealth Management's Home Depot position peaked at $2.84M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.