GWM
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GoalFusion Wealth Management’s Home Depot HD Stock Holding History

GoalFusion 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 		$445K Buy
1,263
+505
+67% +$164K 0.18% 24
2026
Q1 		$249K Sell
758
-11
-1% -$4.01K 0.11% 25
2025
Q4 		$265K Hold
769
– – 0.12% 24
2025
Q3 		$311K Hold
769
– – 0.15% 22
2025
Q2 		$282K Hold
769
– – 0.14% 23
2025
Q1 		$282K Hold
769
– – 0.15% 21
2024
Q4 		$299K Hold
769
– – 0.16% 23
2024
Q3 		$312K Hold
769
– – 0.17% 22
2024
Q2 		$265K Buy
+769
New +$262K 0.16% 26

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

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

GoalFusion Wealth Management increased its Home Depot (HD) stake by 67% in Q2 2026, buying an estimated $164K and bringing the position to 1,263 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #24.

GoalFusion Wealth Management first reported a position in HD in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • GoalFusion Wealth Management held 1,263 shares of Home Depot worth $445K as of Q2 2026.
  • GoalFusion Wealth Management bought 505 Home Depot shares in Q2 2026, an estimated $164K.
  • Home Depot made up 0.18% of GoalFusion Wealth Management's portfolio in Q2 2026, its #24 holding.
  • GoalFusion Wealth Management first reported a position in Home Depot in Q2 2024 and has held it in 9 quarters since.
  • 868 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.