GeoWealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Buy
3,428
+214
+7% +$69.6K 0.04% 277
2026
Q1
$1.06M Buy
3,214
+47
+1% +$17.1K 0.04% 273
2025
Q4
$1.09M Sell
3,167
-252
-7% -$92.3K 0.04% 251
2025
Q3
$1.39M Buy
3,419
+243
+8% +$95.5K 0.05% 238
2025
Q2
$1.16M Buy
3,176
+443
+16% +$160K 0.05% 224
2025
Q1
$1M Sell
2,733
-1,985
-42% -$774K 0.04% 261
2024
Q4
$1.84M Sell
4,718
-261
-5% -$107K 0.06% 194
2024
Q3
$2.02M Sell
4,979
-400
-7% -$146K 0.07% 186
2024
Q2
$1.85M Buy
5,379
+482
+10% +$164K 0.08% 169
2024
Q1
$1.88M Buy
4,897
+2,174
+80% +$794K 0.07% 185
2023
Q4
$943K Buy
2,723
+2,562
+1,591% +$793K 0.08% 221
2023
Q3
$49K Buy
161
+89
+124% +$28.6K 0.01% 394
2023
Q2
$22K Buy
+72
New +$21.3K ﹤0.01% 366
2023
Q1
Sell
-109
Closed -$34K 406
2022
Q4
$34K Sell
109
-111
-50% -$33.8K ﹤0.01% 294
2022
Q3
$61K Sell
220
-1
-0.5% -$295 0.01% 285
2022
Q2
$62K Buy
221
+70
+46% +$20.7K 0.01% 273
2022
Q1
$45K Buy
151
+53
+54% +$18.4K ﹤0.01% 340
2021
Q4
$40K Buy
98
+24
+32% +$9.14K ﹤0.01% 322
2021
Q3
$24K Sell
74
-129
-64% -$42.4K ﹤0.01% 358
2021
Q2
$65K Sell
203
-23
-10% -$7.32K 0.01% 241
2021
Q1
$69K Buy
226
+17
+8% +$4.69K 0.01% 187
2020
Q4
$58K Buy
+209
New +$57.5K 0.01% 204
2020
Q3
Sell
-935
Closed -$235K 173
2020
Q2
$235K Buy
+935
New +$214K 0.1% 138
2019
Q4
Sell
-5,493
Closed -$1.27M 138
2019
Q3
$1.27M Buy
+5,493
New +$1.2M 0.29% 54

Other funds holding HD

GeoWealth Management's HD Position: Q2 2026 in Review

GeoWealth Management increased its Home Depot (HD) stake by 6.7% in Q2 2026, buying an estimated $69.6K and bringing the position to 3,428 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #277.

GeoWealth Management first reported a position in HD in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.02M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • GeoWealth Management held 3,428 shares of Home Depot worth $1.21M as of Q2 2026.
  • GeoWealth Management bought 214 Home Depot shares in Q2 2026, an estimated $69.6K.
  • Home Depot made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #277 holding.
  • GeoWealth Management first reported a position in Home Depot in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's Home Depot position peaked at $2.02M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.