Navigate Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Hold
869
0.18% 65
2026
Q1
$299K Buy
+869
New +$317K 0.21% 59

Other funds holding HD

Navigate Wealth Management's HD Position: Q2 2026 in Review

Navigate Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 869 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #65.

Navigate Wealth Management first reported a position in HD in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 4,071 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Navigate Wealth Management held 869 shares of Home Depot worth $294K as of Q2 2026.
  • Navigate Wealth Management left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.18% of Navigate Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Navigate Wealth Management first reported a position in Home Depot in Q1 2026 and has held it in 2 quarters since.
  • Navigate Wealth Management's Home Depot position peaked at $299K in Q1 2026.
  • 4,071 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.