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

Private Wealth Management 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	$386K	Sell	1,094 -101	-8%	-$32.9K	0.09%	74
2026 Q1	$393K	Sell	1,195 -17	-1%	-$6.2K	0.1%	65
2025 Q4	$417K	Sell	1,212 -8	-0.7%	-$2.93K	0.11%	60
2025 Q3	$494K	Sell	1,220 -1	-0.1%	-$393	0.14%	54
2025 Q2	$447K	Buy	1,221 +18	+1%	+$6.51K	0.15%	54
2025 Q1	$441K	Buy	1,203 +102	+9%	+$39.8K	0.16%	53
2024 Q4	$428K	Hold	1,101	–	–	0.16%	51
2024 Q3	$446K	Buy	1,101 +3	+0.3%	+$1.09K	0.18%	50
2024 Q2	$378K	Sell	1,098 -30	-3%	-$10.2K	0.16%	51
2024 Q1	$433K	Buy	1,128 +48	+4%	+$17.5K	0.2%	45
2023 Q4	$374K	Buy	+1,080	New	+$334K	0.18%	47

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Private Wealth Management Group reduced its Home Depot (HD) stake by 8.5% in Q2 2026, selling an estimated $32.9K and leaving 1,094 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #74.

Private Wealth Management Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $494K in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Private Wealth Management Group held 1,094 shares of Home Depot worth $386K as of Q2 2026.
Private Wealth Management Group sold 101 Home Depot shares in Q2 2026, an estimated $32.9K.
Home Depot made up 0.09% of Private Wealth Management Group's portfolio in Q2 2026, its #74 holding.
Private Wealth Management Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Home Depot position peaked at $494K in Q3 2025.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.