HighMark Wealth Management’s Home Depot HD Stock Holding History

HighMark 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	$81.9K	Buy	232 +20	+9%	+$6.51K	0.03%	136
2026 Q1	$69.8K	Sell	212 -6	-3%	-$2.19K	0.03%	131
2025 Q4	$75.1K	Sell	218 -11	-5%	-$4.03K	0.03%	127
2025 Q3	$92.9K	Hold	229	–	–	0.04%	121
2025 Q2	$84.1K	Sell	229 -35	-13%	-$12.7K	0.04%	125
2025 Q1	$96.8K	Buy	264 +35	+15%	+$13.6K	0.06%	89
2024 Q4	$89.2K	Hold	229	–	–	0.05%	94
2024 Q3	$92.9K	Sell	229 -2	-0.9%	-$729	0.05%	109
2024 Q2	$79.6K	Hold	231	–	–	0.05%	110
2024 Q1	$91.8K	Hold	231	–	–	0.06%	105
2023 Q4	$80.1K	Hold	231	–	–	0.06%	106
2023 Q3	$69.9K	Hold	231	–	–	0.06%	99
2023 Q2	$71.8K	Hold	231	–	–	0.05%	97
2023 Q1	$68.2K	Hold	231	–	–	0.05%	116
2022 Q4	$73K	Buy	231 +3	+1%	+$914	0.06%	88
2022 Q3	$63K	Hold	228	–	–	0.05%	87
2022 Q2	$63K	Hold	228	–	–	0.05%	91
2022 Q1	$68K	Hold	228	–	–	0.05%	94
2021 Q4	$95K	Sell	228 -5	-2%	-$1.9K	0.06%	82
2021 Q3	$77K	Sell	233 -18	-7%	-$5.91K	0.06%	94
2021 Q2	$85K	Sell	251 -35	-12%	-$11.1K	0.06%	88
2021 Q1	$87K	Buy	286 +39	+16%	+$10.7K	0.07%	75
2020 Q4	$66K	Hold	247	–	–	0.06%	84
2020 Q3	$69K	Hold	247	–	–	0.06%	89
2020 Q2	$62K	Hold	247	–	–	0.07%	70
2020 Q1	$46K	Sell	247 -21	-8%	-$4.61K	0.06%	69
2019 Q4	$58K	Buy	+268	New	+$60.7K	0.06%	75

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighMark Wealth Management's HD Position: Q2 2026 in Review

HighMark Wealth Management increased its Home Depot (HD) stake by 9.4% in Q2 2026, buying an estimated $6.51K and bringing the position to 232 shares worth $81.9K. The position accounts for 0.03% of the portfolio, ranked #136.

HighMark Wealth Management first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $96.8K in Q1 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

HighMark Wealth Management held 232 shares of Home Depot worth $81.9K as of Q2 2026.
HighMark Wealth Management bought 20 Home Depot shares in Q2 2026, an estimated $6.51K.
Home Depot made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #136 holding.
HighMark Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's Home Depot position peaked at $96.8K in Q1 2025.
4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.