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Massachusetts Wealth Management’s Home Depot HD Stock Holding History

Massachusetts 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 		$1.92M Sell
5,430
-50
-0.9% -$16.3K 0.73% 52
2026
Q1 		$1.8M Buy
5,480
+35
+0.6% +$12.8K 0.78% 50
2025
Q4 		$1.87M Buy
5,445
+20
+0.4% +$7.33K 0.87% 48
2025
Q3 		$2.2M Buy
5,425
+25
+0.5% +$9.83K 1.09% 38
2025
Q2 		$1.98M Buy
5,400
+75
+1% +$27.1K 1.12% 37
2025
Q1 		$1.95M Sell
5,325
-140
-3% -$54.6K 1.34% 35
2024
Q4 		$2.13M Sell
5,465
-75
-1% -$30.6K 1.31% 31
2024
Q3 		$2.24M Buy
5,540
+75
+1% +$27.4K 1.42% 29
2024
Q2 		$1.88M Sell
5,465
-75
-1% -$25.6K 1.26% 31
2024
Q1 		$2.13M Buy
5,540
+225
+4% +$82.2K 1.5% 21
2023
Q4 		$1.84M Buy
5,315
+400
+8% +$124K 1.49% 21
2023
Q3 		$1.49M Sell
4,915
-100
-2% -$32.2K 1.36% 26
2023
Q2 		$1.56M Sell
5,015
-185
-4% -$54.6K 1.49% 22
2023
Q1 		$1.53M Sell
5,200
-225
-4% -$69K 1.58% 24
2022
Q4 		$1.76M Buy
+5,425
New +$1.65M 1.7% 20

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

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

Massachusetts Wealth Management reduced its Home Depot (HD) stake by 0.91% in Q2 2026, selling an estimated $16.3K and leaving 5,430 shares worth $1.92M. The position accounts for 0.73% of the portfolio, ranked #52.

Massachusetts Wealth Management first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q3 2024. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Massachusetts Wealth Management held 5,430 shares of Home Depot worth $1.92M as of Q2 2026.
  • Massachusetts Wealth Management sold 50 Home Depot shares in Q2 2026, an estimated $16.3K.
  • Home Depot made up 0.73% of Massachusetts Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Massachusetts Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Home Depot position peaked at $2.24M in Q3 2024.
  • 4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.