MWM
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Mindset Wealth Management’s Home Depot HD Stock Holding History

Mindset 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
Q1 		– Sell
-1,998
Closed -$688K – 184
2025
Q4 		$688K Buy
1,998
+16
+0.8% +$5.86K 0.18% 62
2025
Q3 		$803K Buy
1,982
+1
+0.1% +$393 0.22% 47
2025
Q2 		$726K Buy
1,981
+97
+5% +$35.1K 0.24% 48
2025
Q1 		$690K Buy
1,884
+309
+20% +$120K 0.27% 38
2024
Q4 		$613K Sell
1,575
-69
-4% -$28.2K 0.22% 45
2024
Q3 		$666K Buy
+1,644
New +$600K 0.28% 36

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mindset Wealth Management's HD Position: Q1 2026 in Review

Mindset Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 1,998 shares — an estimated $688K sold.

Mindset Wealth Management first reported a position in HD in Q3 2024 and held it in 6 quarters. The position peaked at $803K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Mindset Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 1,998 Home Depot shares in Q1 2026, an estimated $688K.
  • Mindset Wealth Management first reported a position in Home Depot in Q3 2024 and held it in 6 quarters.
  • Mindset Wealth Management's Home Depot position peaked at $803K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.