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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sard Wealth Management Group's HD Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Home Depot (HD) stake by 0.7% in Q1 2026, selling an estimated $8.02K and leaving 3,120 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #21.

Sard Wealth Management Group first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Sard Wealth Management Group held 3,120 shares of Home Depot worth $1.03M as of Q1 2026.
Sard Wealth Management Group sold 22 Home Depot shares in Q1 2026, an estimated $8.02K.
Home Depot made up 0.56% of Sard Wealth Management Group's portfolio in Q1 2026, its #21 holding.
Sard Wealth Management Group first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's Home Depot position peaked at $1.23M in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.