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

Heritage Wealth Management (Ohio)’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 		$1.14M Buy
+3,242
New +$1.05M 0.29% 86
2026
Q1 		– Sell
-3,735
Closed -$1.29M – 187
2025
Q4 		$1.29M Sell
3,735
-27
-0.7% -$9.89K 0.36% 75
2025
Q3 		$1.52M Sell
3,762
-22
-0.6% -$8.65K 0.45% 61
2025
Q2 		$1.39M Sell
3,784
-130
-3% -$47K 0.45% 59
2025
Q1 		$1.43M Buy
3,914
+88
+2% +$34.3K 0.49% 52
2024
Q4 		$1.49M Sell
3,826
-50
-1% -$20.4K 0.49% 49
2024
Q3 		$1.57M Sell
3,876
-95
-2% -$34.7K 0.51% 45
2024
Q2 		$1.33M Buy
+3,971
New +$1.35M 0.45% 61

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

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

Heritage Wealth Management (Ohio) opened a new position in Home Depot (HD) in Q2 2026: 3,242 shares worth $1.14M. The stake represents 0.29% of the portfolio and ranks #86 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in HD as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in HD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q3 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 3,242 shares of Home Depot worth $1.14M as of Q2 2026.
  • Home Depot was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Home Depot made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #86 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Home Depot in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Home Depot position peaked at $1.57M in Q3 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.