Forum Private Client Group’s Home Depot HD Stock Holding History

Forum Private Client Group’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	$258K	Sell	731 -6	-0.8%	-$1.95K	0.08%	76
2026 Q1	$243K	Sell	737 -2	-0.3%	-$729	0.08%	72
2025 Q4	$254K	Hold	739	–	–	0.09%	71
2025 Q3	$300K	Buy	739 +8	+1%	+$3.15K	0.11%	67
2025 Q2	$268K	Hold	731	–	–	0.1%	68
2025 Q1	$268K	Buy	731 +3	+0.4%	+$1.17K	0.12%	66
2024 Q4	$283K	Sell	728 -247	-25%	-$101K	0.13%	61
2024 Q3	$395K	Hold	975	–	–	0.18%	51
2024 Q2	$336K	Sell	975 -61	-6%	-$20.8K	0.16%	56
2024 Q1	$397K	Buy	1,036 +352	+51%	+$129K	0.19%	51
2023 Q4	$237K	Buy	+684	New	+$212K	0.12%	66

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Private Client Group's HD Position: Q2 2026 in Review

Forum Private Client Group reduced its Home Depot (HD) stake by 0.81% in Q2 2026, selling an estimated $1.95K and leaving 731 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #76.

Forum Private Client Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q1 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Forum Private Client Group held 731 shares of Home Depot worth $258K as of Q2 2026.
Forum Private Client Group sold 6 Home Depot shares in Q2 2026, an estimated $1.95K.
Home Depot made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #76 holding.
Forum Private Client Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Forum Private Client Group's Home Depot position peaked at $397K in Q1 2024.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.