ISWM
HD icon

Independent Solutions Wealth Management’s Home Depot HD Stock Holding History

Independent Solutions 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 		$2.47M Sell
7,512
-1,362
-15% -$496K 0.36% 76
2025
Q4 		$3.05M Sell
8,874
-458
-5% -$168K 0.56% 59
2025
Q3 		$3.78M Buy
9,332
+616
+7% +$242K 0.67% 44
2025
Q2 		$3.2M Buy
8,716
+88
+1% +$31.8K 0.62% 51
2025
Q1 		$3.16M Sell
8,628
-68
-0.8% -$26.5K 0.71% 43
2024
Q4 		$3.38M Buy
8,696
+44
+0.5% +$18K 0.74% 40
2024
Q3 		$3.51M Buy
8,652
+701
+9% +$256K 0.79% 34
2024
Q2 		$2.74M Buy
7,951
+381
+5% +$130K 0.63% 48
2024
Q1 		$2.9M Buy
7,570
+144
+2% +$52.6K 0.69% 43
2023
Q4 		$2.57M Buy
7,426
+3,201
+76% +$991K 0.66% 48
2023
Q3 		$1.28M Buy
4,225
+527
+14% +$169K 0.33% 72
2023
Q2 		$1.15M Buy
3,698
+467
+14% +$138K 0.29% 80
2023
Q1 		$953K Sell
3,231
-245
-7% -$75.1K 0.28% 85
2022
Q4 		$1.1M Buy
3,476
+154
+5% +$46.9K 0.33% 72
2022
Q3 		$917K Buy
3,322
+127
+4% +$37.5K 0.3% 77
2022
Q2 		$876K Sell
3,195
-509
-14% -$150K 0.27% 81
2022
Q1 		$1.11M Sell
3,704
-106
-3% -$36.8K 0.26% 86
2021
Q4 		$1.58M Buy
3,810
+68
+2% +$25.9K 0.37% 69
2021
Q3 		$1.23M Buy
3,742
+418
+13% +$137K 0.3% 80
2021
Q2 		$1.06M Buy
3,324
+701
+27% +$223K 0.26% 90
2021
Q1 		$801K Buy
2,623
+92
+4% +$25.4K 0.22% 86
2020
Q4 		$672K Sell
2,531
-236
-9% -$64.9K 0.21% 94
2020
Q3 		$768K Buy
2,767
+211
+8% +$57.2K 0.29% 71
2020
Q2 		$640K Buy
2,556
+222
+10% +$50.8K 0.27% 74
2020
Q1 		$436K Buy
2,334
+549
+31% +$121K 0.24% 76
2019
Q4 		$390K Buy
+1,785
New +$404K 0.17% 107

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

Independent Solutions Wealth Management's HD Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Home Depot (HD) stake by 15% in Q1 2026, selling an estimated $496K and leaving 7,512 shares worth $2.47M. The position accounts for 0.36% of the portfolio, ranked #76.

Independent Solutions Wealth Management first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.78M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Independent Solutions Wealth Management held 7,512 shares of Home Depot worth $2.47M as of Q1 2026.
  • Independent Solutions Wealth Management sold 1,362 Home Depot shares in Q1 2026, an estimated $496K.
  • Home Depot made up 0.36% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Independent Solutions Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Home Depot position peaked at $3.78M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.