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

Private Wealth Asset 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 		$4.88M Sell
13,839
-788
-5% -$256K 0.47% 45
2026
Q1 		$4.81M Buy
14,627
+904
+7% +$329K 0.51% 41
2025
Q4 		$4.72M Sell
13,723
-186
-1% -$68.1K 0.51% 42
2025
Q3 		$5.64M Buy
13,909
+1,085
+8% +$427K 0.66% 32
2025
Q2 		$4.7M Buy
12,824
+35
+0.3% +$12.7K 0.62% 30
2025
Q1 		$4.69M Buy
+12,789
New +$4.98M 0.67% 28

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

Private Wealth Asset Management's HD Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Home Depot (HD) stake by 5.4% in Q2 2026, selling an estimated $256K and leaving 13,839 shares worth $4.88M. The position accounts for 0.47% of the portfolio, ranked #45.

Private Wealth Asset Management first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.64M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Private Wealth Asset Management held 13,839 shares of Home Depot worth $4.88M as of Q2 2026.
  • Private Wealth Asset Management sold 788 Home Depot shares in Q2 2026, an estimated $256K.
  • Home Depot made up 0.47% of Private Wealth Asset Management's portfolio in Q2 2026, its #45 holding.
  • Private Wealth Asset Management first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Home Depot position peaked at $5.64M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.