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 Q2	–	Sell	-1,752	Closed	-$576K	–	147
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 $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

Monograph Wealth Advisors's HD Position: Q2 2026 in Review

Monograph Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 1,752 shares — an estimated $576K sold.

Monograph Wealth Advisors first reported a position in HD in Q3 2023 and held it in 4 quarters. The position peaked at $576K in Q1 2026. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Monograph Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 1,752 Home Depot shares in Q2 2026, an estimated $576K.
Monograph Wealth Advisors first reported a position in Home Depot in Q3 2023 and held it in 4 quarters.
Monograph Wealth Advisors's Home Depot position peaked at $576K in Q1 2026.
4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.