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Private Wealth Partners’s Home Depot HD Stock Holding History

Private 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
2020
Q2 		– Sell
-1,400
Closed -$6K – 123
2020
Q1 		$6K Buy
+1,400
New +$307K ﹤0.01% 122
2019
Q3 		– Sell
-1,100
Closed -$1K – 133
2019
Q2 		$1K Buy
+1,100
New +$219K ﹤0.01% 134

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

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

Private Wealth Partners reduced its Home Depot (HD) stake by 2.5% in Q1 2026, selling an estimated $339K and leaving 36,455 shares worth $12M. The position accounts for 0.92% of the portfolio, ranked #27.

Private Wealth Partners first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.4M in Q4 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Private Wealth Partners held 36,455 shares of Home Depot worth $12M as of Q1 2026.
  • Private Wealth Partners sold 931 Home Depot shares in Q1 2026, an estimated $339K.
  • Home Depot made up 0.92% of Private Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Private Wealth Partners first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • Private Wealth Partners's Home Depot position peaked at $19.4M in Q4 2021.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.