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KWB Wealth’s Home Depot HD Stock Holding History

KWB 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 		$814K Buy
2,309
+27
+1% +$8.78K 0.07% 91
2026
Q1 		$785K Hold
2,282
– – 0.08% 81
2025
Q4 		$785K Buy
2,282
+64
+3% +$23.4K 0.07% 81
2025
Q3 		$813K Buy
2,218
+8
+0.4% +$3.15K 0.09% 77
2025
Q2 		$810K Buy
2,210
+8
+0.4% +$2.9K 0.1% 82
2025
Q1 		$857K Buy
2,202
+111
+5% +$43.3K 0.1% 80
2024
Q4 		$847K Buy
2,091
+7
+0.3% +$2.86K 0.11% 69
2024
Q3 		$718K Buy
2,084
+53
+3% +$19.3K 0.09% 68
2024
Q2 		$779K Hold
2,031
– – 0.11% 70
2024
Q1 		$779K Buy
2,031
+7
+0.3% +$2.56K 0.1% 70
2023
Q4 		$702K Buy
2,024
+12
+0.6% +$3.72K 0.1% 69
2023
Q3 		$625K Hold
2,012
– – 0.1% 63
2023
Q2 		$625K Buy
2,012
+380
+23% +$112K 0.1% 65
2023
Q1 		$515K Buy
+1,632
New +$500K 0.1% 72
2022
Q4 		– Sell
-1,625
Closed -$449K – 115
2022
Q3 		$449K Buy
1,625
+7
+0.4% +$2.07K 0.09% 63
2022
Q2 		$444K Buy
1,618
+14
+0.9% +$4.13K 0.09% 64
2022
Q1 		$665K Hold
1,604
– – 0.11% 46
2021
Q4 		$665K Buy
1,604
+3
+0.2% +$1.14K 0.11% 47
2021
Q3 		$526K Buy
1,601
+117
+8% +$38.4K 0.09% 52
2021
Q2 		$453K Hold
1,484
– – 0.09% 54
2021
Q1 		$453K Sell
1,484
-14
-0.9% -$3.86K 0.09% 54
2020
Q4 		$398K Buy
+1,498
New +$412K 0.08% 53

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

KWB Wealth's HD Position: Q2 2026 in Review

KWB Wealth increased its Home Depot (HD) stake by 1.2% in Q2 2026, buying an estimated $8.78K and bringing the position to 2,309 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #91.

KWB Wealth first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $857K in Q1 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • KWB Wealth held 2,309 shares of Home Depot worth $814K as of Q2 2026.
  • KWB Wealth bought 27 Home Depot shares in Q2 2026, an estimated $8.78K.
  • Home Depot made up 0.07% of KWB Wealth's portfolio in Q2 2026, its #91 holding.
  • KWB Wealth first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • KWB Wealth's Home Depot position peaked at $857K in Q1 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.