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Perfromance Wealth Partners’s Home Depot HD Stock Holding History

Perfromance 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 		$324K Sell
918
-8,774
-91% -$2.85M 0.01% 174
2026
Q1 		$3.19M Buy
9,692
+1,240
+15% +$452K 0.09% 44
2025
Q4 		$2.91M Sell
8,452
-603
-7% -$221K 0.08% 45
2025
Q3 		$3.67M Buy
9,055
+1,047
+13% +$412K 0.1% 33
2025
Q2 		$2.94M Buy
8,008
+964
+14% +$349K 0.09% 38
2025
Q1 		$2.58M Sell
7,044
-355
-5% -$138K 0.09% 37
2024
Q4 		$2.88M Sell
7,399
-269
-4% -$110K 0.09% 35
2024
Q3 		$3.11M Sell
7,668
-498
-6% -$182K 0.11% 33
2024
Q2 		$2.81M Sell
8,166
-759
-9% -$259K 0.1% 33
2024
Q1 		$3.42M Sell
8,925
-890
-9% -$325K 0.14% 40
2023
Q4 		$3.4M Sell
9,815
-1,068
-10% -$331K 0.15% 48
2023
Q3 		$3.29M Buy
10,883
+1,927
+22% +$620K 0.16% 50
2023
Q2 		$2.78M Buy
8,956
+2,321
+35% +$686K 0.13% 56
2023
Q1 		$1.96M Buy
6,635
+2,087
+46% +$640K 0.1% 62
2022
Q4 		$1.44M Buy
4,548
+565
+14% +$172K 0.09% 62
2022
Q3 		$1.1M Buy
3,983
+95
+2% +$28K 0.06% 64
2022
Q2 		$1.07M Buy
3,888
+256
+7% +$75.6K 0.06% 66
2022
Q1 		$1.09M Buy
3,632
+584
+19% +$203K 0.05% 72
2021
Q4 		$1.26M Buy
+3,048
New +$1.16M 0.05% 73

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

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

Perfromance Wealth Partners reduced its Home Depot (HD) stake by 91% in Q2 2026, selling an estimated $2.85M and leaving 918 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #174.

Perfromance Wealth Partners first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.67M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Perfromance Wealth Partners held 918 shares of Home Depot worth $324K as of Q2 2026.
  • Perfromance Wealth Partners sold 8,774 Home Depot shares in Q2 2026, an estimated $2.85M.
  • Home Depot made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Perfromance Wealth Partners first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Home Depot position peaked at $3.67M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.