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Forza Wealth Management’s Home Depot HD Stock Holding History

Forza 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 		$454K Buy
1,288
+101
+9% +$32.9K 0.14% 138
2026
Q1 		$390K Hold
1,187
– – 0.14% 148
2025
Q4 		$408K Buy
1,187
+32
+3% +$11.7K 0.15% 136
2025
Q3 		$468K Hold
1,155
– – 0.18% 126
2025
Q2 		$423K Sell
1,155
-85
-7% -$30.8K 0.17% 133
2025
Q1 		$454K Hold
1,240
– – 0.2% 116
2024
Q4 		$482K Hold
1,240
– – 0.22% 108
2024
Q3 		$502K Buy
1,240
+52
+4% +$19K 0.23% 113
2024
Q2 		$409K Hold
1,188
– – 0.21% 125
2024
Q1 		$456K Hold
1,188
– – 0.24% 117
2023
Q4 		$412K Hold
1,188
– – 0.23% 121
2023
Q3 		$359K Hold
1,188
– – 0.19% 135
2023
Q2 		$369K Hold
1,188
– – 0.19% 135
2023
Q1 		$351K Hold
1,188
– – 0.18% 141
2022
Q4 		$375K Buy
+1,188
New +$362K 0.25% 103

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Forza Wealth Management increased its Home Depot (HD) stake by 8.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 1,288 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #138.

Forza Wealth Management first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $502K in Q3 2024. 991 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Forza Wealth Management held 1,288 shares of Home Depot worth $454K as of Q2 2026.
  • Forza Wealth Management bought 101 Home Depot shares in Q2 2026, an estimated $32.9K.
  • Home Depot made up 0.14% of Forza Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Forza Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Home Depot position peaked at $502K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.