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Pacific Wealth Strategies Group’s Home Depot HD Stock Holding History

Pacific Wealth Strategies Group’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 		$2.45M Buy
6,939
+3,319
+92% +$1.08M 1.41% 23
2026
Q1 		$1.19M Buy
3,620
+1,070
+42% +$390K 0.74% 29
2025
Q4 		$878K Buy
2,550
+1,586
+165% +$581K 0.5% 33
2025
Q3 		$391K Buy
+964
New +$379K 0.24% 44
2025
Q2 		– Sell
-4,498
Closed -$1.65M – 61
2025
Q1 		$1.65M Buy
4,498
+15
+0.3% +$5.85K 1.23% 21
2024
Q4 		$1.74M Sell
4,483
-3
-0.1% -$1.23K 1.21% 19
2024
Q3 		$1.82M Sell
4,486
-36
-0.8% -$13.1K 1.35% 18
2024
Q2 		$1.56M Sell
4,522
-185
-4% -$63.1K 1.29% 20
2024
Q1 		$1.81M Sell
4,707
-182
-4% -$66.5K 1.51% 17
2023
Q4 		$1.69M Sell
4,889
-57
-1% -$17.7K 1.62% 16
2023
Q3 		$1.49M Buy
4,946
+822
+20% +$264K 1.57% 17
2023
Q2 		$1.28M Buy
4,124
+68
+2% +$20.1K 1.31% 19
2023
Q1 		$1.2M Buy
4,056
+366
+10% +$112K 1.37% 19
2022
Q4 		$1.17M Buy
3,690
+25
+0.7% +$7.62K 1.56% 18
2022
Q3 		$1.01M Buy
3,665
+64
+2% +$18.9K 1.41% 22
2022
Q2 		$988K Sell
3,601
-10,050
-74% -$2.97M 1.27% 23
2022
Q1 		$4.09M Sell
13,651
-2,847
-17% -$988K 1.71% 18
2021
Q4 		$6.85M Sell
16,498
-44
-0.3% -$16.8K 2.38% 15
2021
Q3 		$5.43M Buy
16,542
+424
+3% +$139K 2.01% 17
2021
Q2 		$5.14M Buy
16,118
+71
+0.4% +$22.6K 1.97% 18
2021
Q1 		$4.9M Buy
16,047
+365
+2% +$101K 2.05% 14
2020
Q4 		$4.22M Buy
15,682
+1,175
+8% +$323K 1.82% 17
2020
Q3 		$4.03M Buy
14,507
+728
+5% +$197K 2.12% 15
2020
Q2 		$3.45M Sell
13,779
-39
-0.3% -$8.93K 1.92% 16
2020
Q1 		$2.58M Buy
13,818
+100
+0.7% +$22K 1.76% 19
2019
Q4 		$3M Buy
13,718
+47
+0.3% +$10.6K 1.66% 21
2019
Q3 		$3.17M Buy
13,671
+564
+4% +$123K 1.95% 16
2019
Q2 		$2.73M Buy
13,107
+166
+1% +$33.1K 1.71% 19
2019
Q1 		$2.48M Buy
12,941
+96
+0.7% +$17.6K 1.6% 21
2018
Q4 		$2.21M Buy
12,845
+172
+1% +$30.8K 1.58% 20
2018
Q3 		$2.63M Sell
12,673
-97
-0.8% -$19.5K 1.68% 19
2018
Q2 		$2.49M Sell
12,770
-260
-2% -$48.6K 1.72% 18
2018
Q1 		$2.32M Sell
13,030
-81
-0.6% -$15.2K 1.65% 20
2017
Q4 		$2.48M Sell
13,111
-143
-1% -$24.7K 1.77% 17
2017
Q3 		$2.17M Sell
13,254
-155
-1% -$23.8K 1.71% 18
2017
Q2 		$2.06M Buy
13,409
+294
+2% +$45.1K 1.76% 19
2017
Q1 		$1.93M Sell
13,115
-805
-6% -$114K 1.67% 20
2016
Q4 		$1.87M Buy
+13,920
New +$1.79M 1.84% 16

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pacific Wealth Strategies Group's HD Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Home Depot (HD) stake by 92% in Q2 2026, buying an estimated $1.08M and bringing the position to 6,939 shares worth $2.45M. The position accounts for 1.41% of the portfolio, ranked #23.

Pacific Wealth Strategies Group first reported a position in HD in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.85M in Q4 2021. 991 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Pacific Wealth Strategies Group held 6,939 shares of Home Depot worth $2.45M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 3,319 Home Depot shares in Q2 2026, an estimated $1.08M.
  • Home Depot made up 1.41% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #23 holding.
  • Pacific Wealth Strategies Group first reported a position in Home Depot in Q4 2016 and has held it in 38 quarters since.
  • Pacific Wealth Strategies Group's Home Depot position peaked at $6.85M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.