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MorganRosel Wealth Management’s Home Depot HD Stock Holding History

MorganRosel 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
-651
Closed -$224K – 110
2025
Q4 		$224K Sell
651
-6
-0.9% -$2.2K 0.06% 107
2025
Q3 		$266K Buy
657
+34
+5% +$13.4K 0.07% 99
2025
Q2 		$228K Sell
623
-9
-1% -$3.26K 0.06% 103
2025
Q1 		$232K Sell
632
-5
-0.8% -$1.95K 0.07% 98
2024
Q4 		$248K Sell
637
-39
-6% -$15.9K 0.08% 100
2024
Q3 		$274K Sell
676
-23
-3% -$8.39K 0.09% 93
2024
Q2 		$241K Hold
699
– – 0.09% 94
2024
Q1 		$268K Sell
699
-13
-2% -$4.75K 0.1% 91
2023
Q4 		$247K Hold
712
– – 0.1% 90
2023
Q3 		$215K Buy
712
+4
+0.6% +$1.29K 0.09% 90
2023
Q2 		$220K Hold
708
– – 0.09% 89
2023
Q1 		$209K Sell
708
-39
-5% -$12K 0.09% 88
2022
Q4 		$236K Buy
747
+1
+0.1% +$305 0.11% 87
2022
Q3 		$206K Buy
+746
New +$220K 0.1% 87
2022
Q1 		– Sell
-575
Closed -$239K – 92
2021
Q4 		$239K Buy
+575
New +$219K 0.12% 77
2021
Q1 		– Sell
-2,914
Closed -$774K – 84
2020
Q4 		$774K Buy
2,914
+212
+8% +$58.3K 0.54% 37
2020
Q3 		$750K Buy
2,702
+100
+4% +$27.1K 0.6% 31
2020
Q2 		$652K Sell
2,602
-232
-8% -$53.1K 0.6% 35
2020
Q1 		$529K Sell
2,834
-27
-0.9% -$5.93K 0.6% 36
2019
Q4 		$625K Buy
2,861
+180
+7% +$40.8K 0.47% 48
2019
Q3 		$622K Buy
2,681
+194
+8% +$42.4K 0.51% 47
2019
Q2 		$517K Buy
2,487
+389
+19% +$77.6K 0.43% 50
2019
Q1 		$403K Buy
+2,098
New +$385K 0.34% 54

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

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

MorganRosel Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 651 shares — an estimated $224K sold.

MorganRosel Wealth Management first reported a position in HD in Q1 2019 and held it in 23 quarters. The position peaked at $774K in Q4 2020. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 651 Home Depot shares in Q1 2026, an estimated $224K.
  • MorganRosel Wealth Management first reported a position in Home Depot in Q1 2019 and held it in 23 quarters.
  • MorganRosel Wealth Management's Home Depot position peaked at $774K in Q4 2020.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.