OWP
HD icon

ORG Wealth Partners’s Home Depot HD Stock Holding History

ORG Wealth Partners’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 		$2.06M Sell
5,826
-87
-1% -$28.3K 0.31% 42
2026
Q1 		$1.95M Sell
5,913
-387
-6% -$141K 0.38% 41
2025
Q4 		$2.17M Sell
6,300
-310
-5% -$114K 0.51% 30
2025
Q3 		$2.68M Buy
6,610
+1,078
+19% +$424K 0.57% 24
2025
Q2 		$2.07M Buy
5,532
+360
+7% +$130K 0.5% 22
2025
Q1 		$1.9M Buy
5,172
+4,246
+459% +$1.65M 0.58% 27
2024
Q4 		$360K Sell
926
-60
-6% -$24.5K 0.11% 87
2024
Q3 		$400K Buy
+986
New +$360K 0.13% 81

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

ORG Wealth Partners's HD Position: Q2 2026 in Review

ORG Wealth Partners reduced its Home Depot (HD) stake by 1.5% in Q2 2026, selling an estimated $28.3K and leaving 5,826 shares worth $2.06M. The position accounts for 0.31% of the portfolio, ranked #42.

ORG Wealth Partners first reported a position in HD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • ORG Wealth Partners held 5,826 shares of Home Depot worth $2.06M as of Q2 2026.
  • ORG Wealth Partners sold 87 Home Depot shares in Q2 2026, an estimated $28.3K.
  • Home Depot made up 0.31% of ORG Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • ORG Wealth Partners first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Home Depot position peaked at $2.68M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.