Paragon Private Wealth Management’s Home Depot HD Stock Holding History

Paragon Private 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	$817K	Sell	2,485 -299	-11%	-$109K	0.26%	109
2025 Q4	$958K	Buy	2,784 +177	+7%	+$64.8K	0.29%	96
2025 Q3	$1.06M	Buy	2,607 +426	+20%	+$168K	0.35%	84
2025 Q2	$800K	Sell	2,181 -41	-2%	-$14.8K	0.32%	92
2025 Q1	$814K	Buy	2,222 +85	+4%	+$33.1K	0.38%	77
2024 Q4	$831K	Buy	2,137 +153	+8%	+$62.5K	0.38%	69
2024 Q3	$804K	Buy	1,984 +843	+74%	+$307K	0.4%	71
2024 Q2	$393K	Sell	1,141 -255	-18%	-$87K	0.22%	106
2024 Q1	$536K	Buy	1,396 +19	+1%	+$6.94K	0.32%	89
2023 Q4	$477K	Buy	1,377 +127	+10%	+$39.3K	0.33%	86
2023 Q3	$378K	Sell	1,250 -50	-4%	-$16.1K	0.31%	89
2023 Q2	$404K	Sell	1,300 -39	-3%	-$11.5K	0.32%	91
2023 Q1	$395K	Hold	1,339	–	–	0.33%	89
2022 Q4	$423K	Hold	1,339	–	–	0.38%	77
2022 Q3	$389K	Hold	1,339	–	–	0.38%	77
2022 Q2	$367K	Hold	1,339	–	–	0.39%	71
2022 Q1	$407K	Hold	1,339	–	–	0.4%	69
2021 Q4	$556K	Buy	+1,339	New	+$510K	0.49%	62

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paragon Private Wealth Management's HD Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Home Depot (HD) stake by 11% in Q1 2026, selling an estimated $109K and leaving 2,485 shares worth $817K. The position accounts for 0.26% of the portfolio, ranked #109.

Paragon Private Wealth Management first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Paragon Private Wealth Management held 2,485 shares of Home Depot worth $817K as of Q1 2026.
Paragon Private Wealth Management sold 299 Home Depot shares in Q1 2026, an estimated $109K.
Home Depot made up 0.26% of Paragon Private Wealth Management's portfolio in Q1 2026, its #109 holding.
Paragon Private Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
Paragon Private Wealth Management's Home Depot position peaked at $1.06M in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.