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Grant Private Wealth Management’s Home Depot HD Stock Holding History

Grant Private 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 		$742K Buy
2,103
+197
+10% +$64.1K 0.31% 63
2026
Q1 		$627K Buy
1,906
+387
+25% +$141K 0.33% 66
2025
Q4 		$523K Sell
1,519
-203
-12% -$74.4K 0.32% 71
2025
Q3 		$698K Sell
1,722
-8,632
-83% -$3.39M 0.43% 48
2025
Q2 		$3.8M Buy
10,354
+8,846
+587% +$3.2M 2.15% 18
2025
Q1 		$553K Buy
1,508
+194
+15% +$75.6K 0.6% 46
2024
Q4 		$511K Buy
+1,314
New +$537K 0.55% 43

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

Grant Private Wealth Management's HD Position: Q2 2026 in Review

Grant Private Wealth Management increased its Home Depot (HD) stake by 10% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,103 shares worth $742K. The position accounts for 0.31% of the portfolio, ranked #63.

Grant Private Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.8M in Q2 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Grant Private Wealth Management held 2,103 shares of Home Depot worth $742K as of Q2 2026.
  • Grant Private Wealth Management bought 197 Home Depot shares in Q2 2026, an estimated $64.1K.
  • Home Depot made up 0.31% of Grant Private Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Grant Private Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Grant Private Wealth Management's Home Depot position peaked at $3.8M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.