Measured Wealth Private Client Group’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$172K Sell
488
-141
-22% -$45.9K 0.04% 214
2026
Q1
$207K Hold
629
0.06% 183
2025
Q4
$216K Sell
629
-5
-0.8% -$1.83K 0.06% 182
2025
Q3
$257K Sell
634
-321
-34% -$126K 0.07% 151
2025
Q2
$350K Buy
955
+220
+30% +$79.6K 0.1% 129
2025
Q1
$269K Hold
735
0.09% 143
2024
Q4
$286K Sell
735
-79
-10% -$32.3K 0.09% 143
2024
Q3
$330K Sell
814
-756
-48% -$276K 0.11% 127
2024
Q2
$540K Sell
1,570
-17
-1% -$5.8K 0.19% 84
2024
Q1
$609K Hold
1,587
0.21% 78
2023
Q4
$550K Buy
1,587
+5
+0.3% +$1.55K 0.2% 81
2023
Q3
$478K Sell
1,582
-171
-10% -$55K 0.19% 84
2023
Q2
$545K Sell
1,753
-51
-3% -$15.1K 0.21% 80
2023
Q1
$532K Sell
1,804
-229
-11% -$70.2K 0.21% 76
2022
Q4
$642K Hold
2,033
0.26% 54
2022
Q3
$561K Sell
2,033
-261
-11% -$77K 0.25% 56
2022
Q2
$629K Buy
2,294
+33
+1% +$9.74K 0.28% 53
2022
Q1
$677K Sell
2,261
-346
-13% -$120K 0.25% 46
2021
Q4
$1.08M Sell
2,607
-64
-2% -$24.4K 0.38% 39
2021
Q3
$877K Sell
2,671
-232
-8% -$76.2K 0.34% 44
2021
Q2
$926K Buy
2,903
+294
+11% +$93.5K 0.29% 53
2021
Q1
$796K Buy
2,609
+563
+28% +$155K 0.28% 52
2020
Q4
$543K Sell
2,046
-1,227
-37% -$337K 0.23% 59
2020
Q3
$909K Sell
3,273
-62
-2% -$16.8K 0.44% 41
2020
Q2
$835K Buy
3,335
+950
+40% +$217K 0.49% 33
2020
Q1
$445K Sell
2,385
-44
-2% -$9.66K 0.35% 44
2019
Q4
$530K Sell
2,429
-449
-16% -$102K 0.35% 41
2019
Q3
$668K Sell
2,878
-1,422
-33% -$311K 0.43% 36
2019
Q2
$894K Sell
4,300
-1,041
-19% -$208K 0.52% 38
2019
Q1
$1.02M Buy
5,341
+2,807
+111% +$515K 0.63% 30
2018
Q4
$435K Sell
2,534
-371
-13% -$66.5K 0.39% 39
2018
Q3
$592K Sell
2,905
-75
-3% -$15.1K 0.36% 36
2018
Q2
$581K Buy
+2,980
New +$557K 0.47% 35

Other funds holding HD

Measured Wealth Private Client Group's HD Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Home Depot (HD) stake by 22% in Q2 2026, selling an estimated $45.9K and leaving 488 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #214.

Measured Wealth Private Client Group first reported a position in HD in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.08M in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Measured Wealth Private Client Group held 488 shares of Home Depot worth $172K as of Q2 2026.
  • Measured Wealth Private Client Group sold 141 Home Depot shares in Q2 2026, an estimated $45.9K.
  • Home Depot made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #214 holding.
  • Measured Wealth Private Client Group first reported a position in Home Depot in Q2 2018 and has held it in 33 quarters since.
  • Measured Wealth Private Client Group's Home Depot position peaked at $1.08M in Q4 2021.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.