SDWIA
HD icon

Schwarz Dygos Wheeler Investment Advisors’s Home Depot HD Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.55M Sell
4,381
-80
-2% -$26K 0.29% 57
2026
Q1 		$1.47M Sell
4,461
-15
-0.3% -$5.47K 0.3% 56
2025
Q4 		$1.54M Buy
4,476
+52
+1% +$19K 0.32% 53
2025
Q3 		$1.79M Sell
4,424
-62
-1% -$24.4K 0.38% 47
2025
Q2 		$1.64M Hold
4,486
– – 0.37% 50
2025
Q1 		$1.64M Buy
4,486
+67
+2% +$26.1K 0.39% 51
2024
Q4 		$1.72M Buy
4,419
+167
+4% +$68.2K 0.42% 49
2024
Q3 		$1.72M Sell
4,252
-130
-3% -$47.4K 0.43% 51
2024
Q2 		$1.51M Sell
4,382
-7
-0.2% -$2.39K 0.4% 49
2024
Q1 		$1.68M Buy
4,389
+20
+0.5% +$7.31K 0.47% 48
2023
Q4 		$1.51M Sell
4,369
-60
-1% -$18.6K 0.47% 45
2023
Q3 		$1.34M Buy
4,429
+25
+0.6% +$8.04K 0.45% 45
2023
Q2 		$1.37M Buy
4,404
+219
+5% +$64.7K 0.45% 46
2023
Q1 		$1.24M Sell
4,185
-10
-0.2% -$3.07K 0.45% 46
2022
Q4 		$1.33M Sell
4,195
-8
-0.2% -$2.44K 0.52% 43
2022
Q3 		$1.16M Sell
4,203
-106
-2% -$31.3K 0.51% 44
2022
Q2 		$1.18M Sell
4,309
-284
-6% -$83.8K 0.47% 48
2022
Q1 		$1.38M Buy
4,593
+420
+10% +$146K 0.46% 47
2021
Q4 		$1.73M Sell
4,173
-37
-0.9% -$14.1K 0.59% 42
2021
Q3 		$1.38M Buy
4,210
+117
+3% +$38.4K 0.51% 49
2021
Q2 		$1.3M Buy
4,093
+252
+7% +$80.2K 0.47% 51
2021
Q1 		$1.17M Buy
3,841
+259
+7% +$71.4K 0.48% 49
2020
Q4 		$951K Buy
3,582
+251
+8% +$69K 0.46% 44
2020
Q3 		$925K Buy
3,331
+549
+20% +$149K 0.52% 42
2020
Q2 		$694K Buy
2,782
+285
+11% +$65.2K 0.45% 44
2020
Q1 		$466K Buy
2,497
+270
+12% +$59.3K 0.39% 47
2019
Q4 		$486K Buy
2,227
+320
+17% +$72.5K 0.33% 50
2019
Q3 		$442K Buy
1,907
+90
+5% +$19.7K 0.35% 50
2019
Q2 		$378K Buy
1,817
+380
+26% +$75.8K 0.31% 53
2019
Q1 		$276K Buy
1,437
+78
+6% +$14.3K 0.24% 61
2018
Q4 		$234K Buy
+1,359
New +$244K 0.25% 59

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

Schwarz Dygos Wheeler Investment Advisors's HD Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Home Depot (HD) stake by 1.8% in Q2 2026, selling an estimated $26K and leaving 4,381 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #57.

Schwarz Dygos Wheeler Investment Advisors first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.79M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 4,381 shares of Home Depot worth $1.55M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 80 Home Depot shares in Q2 2026, an estimated $26K.
  • Home Depot made up 0.29% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Home Depot position peaked at $1.79M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.