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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
Q2 		$754K Buy
2,138
+38
+2% +$12.4K 0.34% 35
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 $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

Sage Private Wealth Group's HD Position: Q2 2026 in Review

Sage Private Wealth Group increased its Home Depot (HD) stake by 1.8% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,138 shares worth $754K. The position accounts for 0.34% of the portfolio, ranked #35.

Sage Private Wealth Group first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $798K in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sage Private Wealth Group held 2,138 shares of Home Depot worth $754K as of Q2 2026.
  • Sage Private Wealth Group bought 38 Home Depot shares in Q2 2026, an estimated $12.4K.
  • Home Depot made up 0.34% of Sage Private Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Sage Private Wealth Group first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's Home Depot position peaked at $798K in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.