SPWG
HD icon

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

Sage Private Wealth 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
Q1 		$691K Buy
2,100
+295
+16% +$108K 0.35% 35
2025
Q4 		$621K Sell
1,805
-165
-8% -$60.4K 0.33% 40
2025
Q3 		$798K Sell
1,970
-16
-0.8% -$6.29K 0.44% 30
2025
Q2 		$728K Buy
1,986
+137
+7% +$49.6K 0.47% 23
2025
Q1 		$678K Sell
1,849
-26
-1% -$10.1K 0.51% 21
2024
Q4 		$729K Sell
1,875
-43
-2% -$17.6K 0.55% 21
2024
Q3 		$777K Sell
1,918
-14
-0.7% -$5.11K 0.61% 16
2024
Q2 		$665K Buy
1,932
+296
+18% +$101K 0.56% 19
2024
Q1 		$628K Buy
1,636
+218
+15% +$79.6K 0.5% 25
2023
Q4 		$492K Buy
1,418
+300
+27% +$92.9K 0.44% 24
2023
Q3 		$338K Buy
1,118
+14
+1% +$4.5K 0.47% 31
2023
Q2 		$343K Buy
1,104
+1
+0.1% +$295 0.47% 27
2023
Q1 		$326K Buy
1,103
+53
+5% +$16.2K 0.37% 30
2022
Q4 		$332K Sell
1,050
-25
-2% -$7.62K 0.39% 30
2022
Q3 		$297K Sell
1,075
-217
-17% -$64.1K 0.39% 33
2022
Q2 		$354K Buy
1,292
+187
+17% +$55.2K 0.51% 22
2022
Q1 		$331K Buy
1,105
+119
+12% +$41.3K 0.32% 36
2021
Q4 		$409K Buy
986
+19
+2% +$7.23K 0.51% 20
2021
Q3 		$318K Buy
967
+14
+1% +$4.6K 0.44% 26
2021
Q2 		$304K Sell
953
-3
-0.3% -$954 0.41% 27
2021
Q1 		$292K Sell
956
-26
-3% -$7.17K 0.5% 26
2020
Q4 		$261K Buy
+982
New +$270K 0.73% 25

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

Sage Private Wealth Group's HD Position: Q1 2026 in Review

Sage Private Wealth Group increased its Home Depot (HD) stake by 16% in Q1 2026, buying an estimated $108K and bringing the position to 2,100 shares worth $691K. The position accounts for 0.35% of the portfolio, ranked #35.

Sage Private Wealth Group first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $798K in Q3 2025. 4,120 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sage Private Wealth Group held 2,100 shares of Home Depot worth $691K as of Q1 2026.
  • Sage Private Wealth Group bought 295 Home Depot shares in Q1 2026, an estimated $108K.
  • Home Depot made up 0.35% of Sage Private Wealth Group's portfolio in Q1 2026, its #35 holding.
  • Sage Private Wealth Group first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Home Depot position peaked at $798K in Q3 2025.
  • 4,120 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.