Heritage Wealth Management (California)’s Home Depot HD Stock Holding History

Heritage Wealth Management (California)’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	$1.01M	Buy	2,865 +164	+6%	+$53.4K	0.38%	49
2026 Q1	$888K	Sell	2,701 -16	-0.6%	-$5.83K	0.49%	46
2025 Q4	$935K	Buy	2,717 +9	+0.3%	+$3.3K	0.59%	42
2025 Q3	$1.1M	Sell	2,708 -104	-4%	-$40.9K	0.74%	38
2025 Q2	$1.03M	Sell	2,812 -60	-2%	-$21.7K	0.69%	38
2025 Q1	$1.05M	Buy	2,872 +11	+0.4%	+$4.29K	0.79%	34
2024 Q4	$1.11M	Sell	2,861 -148	-5%	-$60.5K	0.8%	34
2024 Q3	$1.22M	Sell	3,009 -60	-2%	-$21.9K	0.86%	23
2024 Q2	$1.06M	Sell	3,069 -13	-0.4%	-$4.43K	0.78%	28
2024 Q1	$1.18M	Buy	3,082 +12	+0.4%	+$4.38K	0.89%	23
2023 Q4	$1.06M	Buy	+3,070	New	+$951K	0.85%	24

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Heritage Wealth Management (California)'s HD Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Home Depot (HD) stake by 6.1% in Q2 2026, buying an estimated $53.4K and bringing the position to 2,865 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #49.

Heritage Wealth Management (California) first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Heritage Wealth Management (California) held 2,865 shares of Home Depot worth $1.01M as of Q2 2026.
Heritage Wealth Management (California) bought 164 Home Depot shares in Q2 2026, an estimated $53.4K.
Home Depot made up 0.38% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #49 holding.
Heritage Wealth Management (California) first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Home Depot position peaked at $1.22M in Q3 2024.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.