McCarter Private Wealth Services’s Home Depot HD Stock Holding History

McCarter Private Wealth Services’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	$584K	Sell	1,655 -220	-12%	-$71.6K	0.2%	102
2026 Q1	$617K	Buy	1,875 +166	+10%	+$60.5K	0.27%	82
2025 Q4	$588K	Buy	1,709 +460	+37%	+$168K	0.26%	80
2025 Q3	$506K	Sell	1,249 -76	-6%	-$29.9K	0.26%	78
2025 Q2	$486K	Sell	1,325 -664	-33%	-$240K	0.28%	67
2025 Q1	$729K	Buy	1,989 +183	+10%	+$71.3K	0.48%	44
2024 Q4	$703K	Buy	1,806 +16	+0.9%	+$6.54K	0.45%	43
2024 Q3	$725K	Buy	+1,790	New	+$653K	0.46%	45

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McCarter Private Wealth Services's HD Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Home Depot (HD) stake by 12% in Q2 2026, selling an estimated $71.6K and leaving 1,655 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #102.

McCarter Private Wealth Services first reported a position in HD in Q3 2024 and has held it in 8 quarters since. The position peaked at $729K in Q1 2025. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

McCarter Private Wealth Services held 1,655 shares of Home Depot worth $584K as of Q2 2026.
McCarter Private Wealth Services sold 220 Home Depot shares in Q2 2026, an estimated $71.6K.
Home Depot made up 0.2% of McCarter Private Wealth Services's portfolio in Q2 2026, its #102 holding.
McCarter Private Wealth Services first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Home Depot position peaked at $729K in Q1 2025.
4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.