IW
HD icon

Instrumental Wealth’s Home Depot HD Stock Holding History

Instrumental Wealth’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 		– Sell
-695
Closed -$229K – 92
2026
Q1 		$229K Buy
695
+65
+10% +$23.7K 0.14% 62
2025
Q4 		$236K Sell
630
-34
-5% -$12.5K 0.14% 59
2025
Q3 		$252K Buy
664
+56
+9% +$22K 0.18% 58
2025
Q2 		$218K Buy
608
+48
+9% +$17.4K 0.17% 55
2025
Q1 		$200K Sell
560
-37
-6% -$14.4K 0.18% 53
2024
Q4 		$230K Buy
597
+39
+7% +$15.9K 0.22% 45
2024
Q3 		$232K Buy
+558
New +$204K 0.23% 41

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Instrumental Wealth's HD Position: Q2 2026 in Review

Instrumental Wealth sold out of Home Depot (HD) in Q2 2026, closing a stake of 695 shares — an estimated $229K sold.

Instrumental Wealth first reported a position in HD in Q3 2024 and held it in 7 quarters. The position peaked at $252K in Q3 2025. 1,443 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Instrumental Wealth reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Instrumental Wealth sold 695 Home Depot shares in Q2 2026, an estimated $229K.
  • Instrumental Wealth first reported a position in Home Depot in Q3 2024 and held it in 7 quarters.
  • Instrumental Wealth's Home Depot position peaked at $252K in Q3 2025.
  • 1,443 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.