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Golden State Wealth Management’s Home Depot HD Stock Holding History

Golden State 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 		$2.1M Sell
5,964
-106
-2% -$34.5K 0.19% 110
2026
Q1 		$2M Sell
6,070
-983
-14% -$358K 0.22% 94
2025
Q4 		$2.43M Buy
7,053
+374
+6% +$137K 0.26% 75
2025
Q3 		$2.71M Sell
6,679
-96
-1% -$37.7K 0.3% 64
2025
Q2 		$2.48M Buy
6,775
+1,063
+19% +$385K 0.3% 64
2025
Q1 		$2.09M Buy
5,712
+669
+13% +$261K 0.31% 67
2024
Q4 		$1.96M Buy
+5,043
New +$2.06M 0.29% 70
2022
Q1 		$2.48M Sell
8,278
-1,935
-19% -$671K 0.49% 39
2021
Q4 		$4.24M Buy
10,213
+1,560
+18% +$594K 0.73% 23
2021
Q3 		$2.84M Buy
8,653
+2,162
+33% +$710K 0.62% 31
2021
Q2 		$2.07M Sell
6,491
-21
-0.3% -$6.68K 0.46% 41
2021
Q1 		$1.99M Sell
6,512
-1,373
-17% -$378K 0.66% 30
2020
Q4 		$2.09M Buy
7,885
+1,735
+28% +$477K 0.61% 33
2020
Q3 		$1.71M Sell
6,150
-2,663
-30% -$721K 0.57% 32
2020
Q2 		$2.21M Buy
8,813
+1,843
+26% +$422K 0.71% 23
2020
Q1 		$1.3M Buy
+6,970
New +$1.53M 0.57% 34
2019
Q4 		– Sell
-6,484
Closed -$1.5M – 425
2019
Q3 		$1.5M Buy
6,484
+194
+3% +$42.4K 0.5% 40
2019
Q2 		$1.31M Sell
6,290
-107
-2% -$21.3K 0.41% 53
2019
Q1 		$1.23M Buy
+6,397
New +$1.17M 0.41% 53

Other funds holding HD

BlackRock
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

Golden State Wealth Management's HD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Home Depot (HD) stake by 1.7% in Q2 2026, selling an estimated $34.5K and leaving 5,964 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #110.

Golden State Wealth Management first reported a position in HD in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.24M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Golden State Wealth Management held 5,964 shares of Home Depot worth $2.1M as of Q2 2026.
  • Golden State Wealth Management sold 106 Home Depot shares in Q2 2026, an estimated $34.5K.
  • Home Depot made up 0.19% of Golden State Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Golden State Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Home Depot position peaked at $4.24M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.