Koa Wealth Management’s Home Depot HD Stock Holding History

Koa 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	$2.24M	Sell	6,351 -53	-0.8%	-$17.2K	1.52%	17
2026 Q1	$2.11M	Sell	6,404 -125	-2%	-$45.6K	1.52%	19
2025 Q4	$2.25M	Buy	6,529 +1,980	+44%	+$725K	1.54%	19
2025 Q3	$1.84M	Sell	4,549 -149	-3%	-$58.6K	1.37%	22
2025 Q2	$1.72M	Buy	4,698 +19	+0.4%	+$6.88K	1.37%	23
2025 Q1	$1.71M	Sell	4,679 -68	-1%	-$26.5K	1.38%	24
2024 Q4	$1.85M	Sell	4,747 -63	-1%	-$25.7K	1.51%	24
2024 Q3	$1.95M	Sell	4,810 -116	-2%	-$42.3K	1.51%	24
2024 Q2	$1.7M	Sell	4,926 -53	-1%	-$18.1K	1.43%	23
2024 Q1	$1.91M	Sell	4,979 -85	-2%	-$31.1K	1.72%	20
2023 Q4	$1.75M	Buy	+5,064	New	+$1.57M	1.73%	20

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Koa Wealth Management reduced its Home Depot (HD) stake by 0.83% in Q2 2026, selling an estimated $17.2K and leaving 6,351 shares worth $2.24M. The position accounts for 1.52% of the portfolio, ranked #17.

Koa Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q4 2025. 1,930 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Koa Wealth Management held 6,351 shares of Home Depot worth $2.24M as of Q2 2026.
Koa Wealth Management sold 53 Home Depot shares in Q2 2026, an estimated $17.2K.
Home Depot made up 1.52% of Koa Wealth Management's portfolio in Q2 2026, its #17 holding.
Koa Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's Home Depot position peaked at $2.25M in Q4 2025.
1,930 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.