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IAG Wealth Partners’s Home Depot HD Stock Holding History

IAG Wealth Partners’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 		$306K Sell
931
-64
-6% -$23.3K 0.03% 102
2025
Q4 		$342K Sell
995
-31
-3% -$11.4K 0.04% 98
2025
Q3 		$416K Buy
1,026
+31
+3% +$12.2K 0.05% 86
2025
Q2 		$365K Hold
995
– – 0.05% 90
2025
Q1 		$365K Sell
995
-5
-0.5% -$1.95K 0.06% 83
2024
Q4 		$389K Buy
1,000
+8
+0.8% +$3.27K 0.07% 78
2024
Q3 		$402K Buy
992
+377
+61% +$138K 0.07% 76
2024
Q2 		$212K Sell
615
-49
-7% -$16.7K 0.04% 91
2024
Q1 		$255K Buy
664
+42
+7% +$15.3K 0.05% 82
2023
Q4 		$216K Sell
622
-21
-3% -$6.5K 0.05% 80
2023
Q3 		$194K Hold
643
– – 0.05% 76
2023
Q2 		$200K Sell
643
-94
-13% -$27.8K 0.05% 85
2023
Q1 		$218K Buy
737
+50
+7% +$15.3K 0.06% 74
2022
Q4 		$217K Buy
687
+58
+9% +$17.7K 0.06% 67
2022
Q3 		$174K Buy
629
+315
+100% +$93K 0.06% 65
2022
Q2 		$86K Sell
314
-2
-0.6% -$590 0.03% 96
2022
Q1 		$95K Buy
316
+28
+10% +$9.71K 0.03% 93
2021
Q4 		$120K Buy
288
+200
+227% +$76.1K 0.04% 77
2021
Q3 		$29K Hold
88
– – 0.01% 170
2021
Q2 		$29K Hold
88
– – 0.01% 165
2021
Q1 		$27K Sell
88
-39
-31% -$10.7K 0.01% 158
2020
Q4 		$34K Sell
127
-9
-7% -$2.47K 0.01% 131
2020
Q3 		$38K Sell
136
-15
-10% -$4.06K 0.02% 118
2020
Q2 		$38K Hold
151
– – 0.02% 117
2020
Q1 		$29K Buy
151
+36
+31% +$7.9K 0.02% 124
2019
Q4 		$26K Buy
+115
New +$26K 0.02% 156

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IAG Wealth Partners's HD Position: Q1 2026 in Review

IAG Wealth Partners reduced its Home Depot (HD) stake by 6.4% in Q1 2026, selling an estimated $23.3K and leaving 931 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #102.

IAG Wealth Partners first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $416K in Q3 2025. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • IAG Wealth Partners held 931 shares of Home Depot worth $306K as of Q1 2026.
  • IAG Wealth Partners sold 64 Home Depot shares in Q1 2026, an estimated $23.3K.
  • Home Depot made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #102 holding.
  • IAG Wealth Partners first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Home Depot position peaked at $416K in Q3 2025.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.