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Proactive Wealth Strategies’s Home Depot HD Stock Holding History

Proactive Wealth Strategies’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 		$3.9M Sell
11,071
-271
-2% -$88.2K 0.63% 48
2026
Q1 		$3.73M Buy
11,342
+6,143
+118% +$2.24M 0.7% 42
2025
Q4 		$1.79M Buy
5,199
+91
+2% +$33.3K 0.71% 45
2025
Q3 		$2.07M Buy
5,108
+52
+1% +$20.4K 0.89% 42
2025
Q2 		$1.85M Buy
5,056
+2,875
+132% +$1.04M 0.88% 42
2025
Q1 		$799K Buy
2,181
+118
+6% +$46K 0.43% 64
2024
Q4 		$803K Buy
2,063
+171
+9% +$69.9K 0.42% 63
2024
Q3 		$767K Buy
+1,892
New +$690K 0.43% 63

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 $3.38T AUM 44.17% 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

Proactive Wealth Strategies's HD Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Home Depot (HD) stake by 2.4% in Q2 2026, selling an estimated $88.2K and leaving 11,071 shares worth $3.9M. The position accounts for 0.63% of the portfolio, ranked #48.

Proactive Wealth Strategies first reported a position in HD in Q3 2024 and has held it in 8 quarters since. 4,118 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Proactive Wealth Strategies held 11,071 shares of Home Depot worth $3.9M as of Q2 2026.
  • Proactive Wealth Strategies sold 271 Home Depot shares in Q2 2026, an estimated $88.2K.
  • Home Depot made up 0.63% of Proactive Wealth Strategies's portfolio in Q2 2026, its #48 holding.
  • Proactive Wealth Strategies first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.