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Sard Wealth Management Group’s Home Depot HD Stock Holding History

Sard Wealth Management 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 		$1.11M Buy
3,140
+20
+0.6% +$6.51K 0.53% 21
2026
Q1 		$1.03M Sell
3,120
-22
-0.7% -$8.02K 0.56% 21
2025
Q4 		$1.08M Buy
3,142
+114
+4% +$41.8K 0.59% 20
2025
Q3 		$1.23M Buy
3,028
+5
+0.2% +$1.97K 0.7% 18
2025
Q2 		$1.11M Buy
3,023
+54
+2% +$19.5K 0.68% 18
2025
Q1 		$1.09M Buy
2,969
+18
+0.6% +$7.01K 0.73% 17
2024
Q4 		$1.15M Buy
2,951
+11
+0.4% +$4.49K 0.77% 16
2024
Q3 		$1.19M Buy
2,940
+10
+0.3% +$3.65K 0.79% 16
2024
Q2 		$1.01M Buy
2,930
+8
+0.3% +$2.73K 0.71% 18
2024
Q1 		$1.12M Buy
2,922
+28
+1% +$10.2K 1.01% 15
2023
Q4 		$1M Buy
+2,894
New +$896K 1.01% 15

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

Sard Wealth Management Group's HD Position: Q2 2026 in Review

Sard Wealth Management Group increased its Home Depot (HD) stake by 0.64% in Q2 2026, buying an estimated $6.51K and bringing the position to 3,140 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #21.

Sard Wealth Management Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2025. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sard Wealth Management Group held 3,140 shares of Home Depot worth $1.11M as of Q2 2026.
  • Sard Wealth Management Group bought 20 Home Depot shares in Q2 2026, an estimated $6.51K.
  • Home Depot made up 0.53% of Sard Wealth Management Group's portfolio in Q2 2026, its #21 holding.
  • Sard Wealth Management Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Sard Wealth Management Group's Home Depot position peaked at $1.23M in Q3 2025.
  • 4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.