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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 $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 Partners's HD Position: Q2 2026 in Review

Private Wealth Partners reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $2.09M and leaving 30,017 shares worth $10.6M. The position accounts for 0.75% of the portfolio, ranked #32.

Private Wealth Partners first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.4M in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Private Wealth Partners held 30,017 shares of Home Depot worth $10.6M as of Q2 2026.
  • Private Wealth Partners sold 6,438 Home Depot shares in Q2 2026, an estimated $2.09M.
  • Home Depot made up 0.75% of Private Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Private Wealth Partners first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
  • Private Wealth Partners's Home Depot position peaked at $19.4M in Q4 2021.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.