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Schwallier Wealth Management’s Home Depot HD Stock Holding History

Schwallier 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 		$204K Buy
+577
New +$188K 0.13% 69
2026
Q1 		– Sell
-590
Closed -$221K – 62
2025
Q4 		$221K Buy
+590
New +$216K 0.14% 54
2024
Q1 		– Sell
-583
Closed -$202K – 32
2023
Q4 		$202K Buy
+583
New +$181K 0.17% 35

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

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

Schwallier Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 577 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings. This is a return to the name: Schwallier Wealth Management previously reported a position in HD as recently as Q4 2025.

Schwallier Wealth Management first reported a position in HD in Q4 2023 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Schwallier Wealth Management held 577 shares of Home Depot worth $204K as of Q2 2026.
  • Home Depot was a new Schwallier Wealth Management position in Q2 2026.
  • Home Depot made up 0.13% of Schwallier Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Schwallier Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 3 quarters since.
  • Schwallier Wealth Management's Home Depot position peaked at $221K in Q4 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.