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Rockline Wealth Management’s Home Depot HD Stock Holding History

Rockline Wealth 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 		$9.56M Sell
27,094
-2,563
-9% -$834K 1.83% 12
2026
Q1 		$9.75M Sell
29,657
-1,109
-4% -$404K 2.12% 11
2025
Q4 		$10.6M Buy
30,766
+144
+0.5% +$52.7K 2.16% 10
2025
Q3 		$12.4M Buy
30,622
+252
+0.8% +$99.1K 2.57% 9
2025
Q2 		$11.1M Buy
30,370
+33
+0.1% +$11.9K 2.63% 8
2025
Q1 		$11.1M Buy
30,337
+566
+2% +$221K 3.09% 5
2024
Q4 		$11.6M Buy
29,771
+1,057
+4% +$432K 3.09% 5
2024
Q3 		$11.6M Sell
28,714
-100
-0.3% -$36.5K 3.28% 5
2024
Q2 		$9.92M Buy
28,814
+1,954
+7% +$667K 3.07% 4
2024
Q1 		$10.3M Buy
26,860
+299
+1% +$109K 3.6% 4
2023
Q4 		$9.2M Buy
+26,561
New +$8.23M 3.82% 4

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

Rockline Wealth Management's HD Position: Q2 2026 in Review

Rockline Wealth Management reduced its Home Depot (HD) stake by 8.6% in Q2 2026, selling an estimated $834K and leaving 27,094 shares worth $9.56M. The position accounts for 1.83% of the portfolio, ranked #12.

Rockline Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Rockline Wealth Management held 27,094 shares of Home Depot worth $9.56M as of Q2 2026.
  • Rockline Wealth Management sold 2,563 Home Depot shares in Q2 2026, an estimated $834K.
  • Home Depot made up 1.83% of Rockline Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Rockline Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Home Depot position peaked at $12.4M in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.