Monograph Wealth Advisors’s Home Depot HD Stock Holding History

Monograph Wealth Advisors’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	$576K	Buy	+1,752	New	+$638K	0.05%	83
2024 Q2	–	Sell	-881	Closed	-$338K	–	137
2024 Q1	$338K	Sell	881 -55	-6%	-$20.1K	0.05%	121
2023 Q4	$324K	Buy	936 +55	+6%	+$17K	0.06%	81
2023 Q3	$266K	Buy	+881	New	+$283K	0.05%	100

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Monograph Wealth Advisors's HD Position: Q1 2026 in Review

Monograph Wealth Advisors opened a new position in Home Depot (HD) in Q1 2026: 1,752 shares worth $576K. The stake represents 0.05% of the portfolio and ranks #83 among its holdings. This is a return to the name: Monograph Wealth Advisors previously reported a position in HD as recently as Q1 2024.

Monograph Wealth Advisors first reported a position in HD in Q3 2023 and has held it in 4 quarters since. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Monograph Wealth Advisors held 1,752 shares of Home Depot worth $576K as of Q1 2026.
Home Depot was a new Monograph Wealth Advisors position in Q1 2026.
Home Depot made up 0.05% of Monograph Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Monograph Wealth Advisors first reported a position in Home Depot in Q3 2023 and has held it in 4 quarters since.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.