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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
Q2 		$2.67M Buy
7,576
+64
+0.9% +$20.8K 0.35% 84
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 $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

Independent Solutions Wealth Management's HD Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Home Depot (HD) stake by 0.85% in Q2 2026, buying an estimated $20.8K and bringing the position to 7,576 shares worth $2.67M. The position accounts for 0.35% of the portfolio, ranked #84.

Independent Solutions Wealth Management first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.78M in Q3 2025. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Independent Solutions Wealth Management held 7,576 shares of Home Depot worth $2.67M as of Q2 2026.
  • Independent Solutions Wealth Management bought 64 Home Depot shares in Q2 2026, an estimated $20.8K.
  • Home Depot made up 0.35% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Independent Solutions Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Home Depot position peaked at $3.78M in Q3 2025.
  • 4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.