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Montz Harcus Wealth Management’s Home Depot HD Stock Holding History

Montz Harcus 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
Q2 		$594K Sell
1,685
-37
-2% -$12K 0.21% 44
2026
Q1 		$566K Sell
1,722
-36
-2% -$13.1K 0.23% 47
2025
Q4 		$605K Sell
1,758
-30
-2% -$11K 0.25% 42
2025
Q3 		$725K Buy
1,788
+9
+0.5% +$3.54K 0.32% 36
2025
Q2 		$652K Sell
1,779
-167
-9% -$60.4K 0.31% 38
2025
Q1 		$713K Buy
1,946
+6
+0.3% +$2.34K 0.39% 30
2024
Q4 		$755K Buy
1,940
+16
+0.8% +$6.54K 0.42% 27
2024
Q3 		$780K Sell
1,924
-341
-15% -$124K 0.46% 25
2024
Q2 		$780K Sell
2,265
-125
-5% -$42.6K 0.51% 24
2024
Q1 		$917K Buy
2,390
+96
+4% +$35.1K 0.62% 22
2023
Q4 		$795K Buy
2,294
+246
+12% +$76.2K 0.61% 23
2023
Q3 		$619K Sell
2,048
-36
-2% -$11.6K 0.53% 24
2023
Q2 		$647K Buy
2,084
+226
+12% +$66.8K 0.54% 23
2023
Q1 		$548K Buy
1,858
+55
+3% +$16.9K 0.51% 25
2022
Q4 		$570K Buy
1,803
+120
+7% +$36.6K 0.56% 23
2022
Q3 		$464K Buy
1,683
+11
+0.7% +$3.25K 0.51% 24
2022
Q2 		$459K Buy
1,672
+45
+3% +$13.3K 0.48% 26
2022
Q1 		$487K Buy
1,627
+343
+27% +$119K 0.44% 27
2021
Q4 		$533K Buy
+1,284
New +$489K 0.47% 27

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montz Harcus Wealth Management's HD Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $12K and leaving 1,685 shares worth $594K. The position accounts for 0.21% of the portfolio, ranked #44.

Montz Harcus Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $917K in Q1 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Montz Harcus Wealth Management held 1,685 shares of Home Depot worth $594K as of Q2 2026.
  • Montz Harcus Wealth Management sold 37 Home Depot shares in Q2 2026, an estimated $12K.
  • Home Depot made up 0.21% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Montz Harcus Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Home Depot position peaked at $917K in Q1 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.