Orgel Wealth Management’s Home Depot HD Stock Holding History

Orgel 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	$229K	Buy	648 +35	+6%	+$11.4K	﹤0.01%	108
2026 Q1	$202K	Sell	613 -135	-18%	-$49.2K	﹤0.01%	95
2025 Q4	$257K	Buy	748 +203	+37%	+$74.4K	0.01%	86
2025 Q3	$221K	Sell	545 -4	-0.7%	-$1.57K	0.01%	85
2025 Q2	$201K	Buy	+549	New	+$199K	﹤0.01%	86
2025 Q1	–	Sell	-545	Closed	-$212K	–	86
2024 Q4	$212K	Hold	545	–	–	0.01%	85
2024 Q3	$221K	Sell	545 -51	-9%	-$18.6K	0.01%	79
2024 Q2	$205K	Buy	596 +51	+9%	+$17.4K	0.01%	78
2024 Q1	$209K	Sell	545 -66	-11%	-$24.1K	0.01%	79
2023 Q4	$212K	Buy	+611	New	+$189K	0.01%	82
2022 Q1	–	Sell	-583	Closed	-$242K	–	66
2021 Q4	$242K	Buy	+583	New	+$222K	0.02%	55

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Orgel Wealth Management increased its Home Depot (HD) stake by 5.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 648 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Orgel Wealth Management first reported a position in HD in Q4 2021 and has held it in 11 quarters since. The position peaked at $257K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Orgel Wealth Management held 648 shares of Home Depot worth $229K as of Q2 2026.
Orgel Wealth Management bought 35 Home Depot shares in Q2 2026, an estimated $11.4K.
Home Depot made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #108 holding.
Orgel Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 11 quarters since.
Orgel Wealth Management's Home Depot position peaked at $257K in Q4 2025.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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