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

Greenline 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
Q1 		– Sell
-285
Closed -$98.1K – 270
2025
Q4 		$98.1K Buy
+285
New +$104K 0.1% 137

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Greenline Wealth Management's HD Position: Q1 2026 in Review

Greenline Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 285 shares — an estimated $98.1K sold.

Greenline Wealth Management first reported a position in HD in Q4 2025 and held it in 1 quarter. The position peaked at $98.1K in Q4 2025. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Greenline Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 285 Home Depot shares in Q1 2026, an estimated $98.1K.
  • Greenline Wealth Management first reported a position in Home Depot in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Home Depot position peaked at $98.1K in Q4 2025.
  • 4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.