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Principle Wealth Partners’s Home Depot HD Stock Holding History

Principle 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
Q1 		$13.9M Sell
42,339
-527
-1% -$192K 0.8% 27
2025
Q4 		$14.8M Buy
42,866
+1,240
+3% +$454K 0.83% 24
2025
Q3 		$16.9M Buy
41,626
+836
+2% +$329K 0.98% 20
2025
Q2 		$15M Buy
40,790
+1,417
+4% +$513K 0.93% 22
2025
Q1 		$14.4M Sell
39,373
-209
-0.5% -$81.5K 1.03% 23
2024
Q4 		$15.4M Sell
39,582
-218
-0.5% -$89.1K 1.08% 21
2024
Q3 		$16.1M Sell
39,800
-356
-0.9% -$130K 1.14% 20
2024
Q2 		$13.8M Buy
40,156
+25
+0.1% +$8.53K 1.05% 22
2024
Q1 		$15.4M Buy
40,131
+37
+0.1% +$13.5K 1.2% 19
2023
Q4 		$13.9M Buy
40,094
+584
+1% +$181K 1.2% 17
2023
Q3 		$11.9M Buy
39,510
+288
+0.7% +$92.6K 1.2% 17
2023
Q2 		$12.2M Sell
39,222
-12
-0% -$3.54K 1.22% 19
2023
Q1 		$11.6M Buy
39,234
+465
+1% +$143K 1.24% 17
2022
Q4 		$12.2M Buy
38,769
+153
+0.4% +$46.6K 1.39% 15
2022
Q3 		$10.7K Buy
38,616
+538
+1% +$159K 1.01% 16
2022
Q2 		$1.04M Buy
38,078
+179
+0.5% +$52.8K 0.13% 128
2022
Q1 		$11.3M Buy
37,899
+224
+0.6% +$77.7K 1.19% 18
2021
Q4 		$15.6M Buy
37,675
+258
+0.7% +$98.2K 1.64% 12
2021
Q3 		$12.3M Sell
37,417
-106
-0.3% -$34.8K 1.42% 12
2021
Q2 		$12M Sell
37,523
-424
-1% -$135K 1.36% 14
2021
Q1 		$11.6M Buy
37,947
+4,785
+14% +$1.32M 1.35% 16
2020
Q4 		$8.81M Buy
33,162
+18,188
+121% +$5M 1.16% 18
2020
Q3 		$4.16M Sell
14,974
-50
-0.3% -$13.5K 1.16% 15
2020
Q2 		$3.76M Buy
15,024
+6,333
+73% +$1.45M 1.11% 16
2020
Q1 		$1.62M Sell
8,691
-368
-4% -$80.8K 0.61% 32
2019
Q4 		$1.98M Sell
9,059
-465
-5% -$105K 0.63% 39
2019
Q3 		$2.21M Buy
9,524
+2,083
+28% +$455K 0.76% 34
2019
Q2 		$1.55M Buy
7,441
+551
+8% +$110K 0.8% 35
2019
Q1 		$1.32M Buy
6,890
+733
+12% +$134K 0.76% 34
2018
Q4 		$1.06M Buy
+6,157
New +$1.1M 0.89% 35

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principle Wealth Partners's HD Position: Q1 2026 in Review

Principle Wealth Partners reduced its Home Depot (HD) stake by 1.2% in Q1 2026, selling an estimated $192K and leaving 42,339 shares worth $13.9M. The position accounts for 0.8% of the portfolio, ranked #27.

Principle Wealth Partners first reported a position in HD in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.9M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Principle Wealth Partners held 42,339 shares of Home Depot worth $13.9M as of Q1 2026.
  • Principle Wealth Partners sold 527 Home Depot shares in Q1 2026, an estimated $192K.
  • Home Depot made up 0.8% of Principle Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Principle Wealth Partners first reported a position in Home Depot in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Home Depot position peaked at $16.9M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.