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Selective Wealth Management’s Home Depot HD Stock Holding History

Selective 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 		$219K Buy
+646
New +$210K 0.06% 122
2026
Q1 		– Sell
-621
Closed -$235K – 123
2025
Q4 		$235K Buy
+621
New +$227K 0.07% 94
2023
Q3 		– Sell
-1,107
Closed -$343K – 95
2023
Q2 		$343K Buy
+1,107
New +$327K 0.17% 70
2022
Q4 		$284K Sell
901
-213
-19% -$64.9K 0.15% 89
2022
Q3 		$307K Sell
1,114
-355
-24% -$105K 0.13% 92
2022
Q2 		$403K Buy
1,469
+5
+0.3% +$1.48K 0.14% 87
2022
Q1 		$438K Buy
1,464
+208
+17% +$72.2K 0.16% 74
2021
Q4 		$521K Buy
1,256
+200
+19% +$76.1K 0.21% 56
2021
Q3 		$347K Buy
1,056
+129
+14% +$42.4K 0.18% 62
2021
Q2 		$296K Buy
927
+670
+261% +$213K 0.24% 46
2021
Q1 		$78K Buy
257
+137
+114% +$37.8K 0.07% 98
2020
Q4 		$32K Hold
120
– – 0.02% 141
2020
Q3 		$33K Sell
120
-21
-15% -$5.69K 0.03% 121
2020
Q2 		$35K Buy
141
+100
+244% +$22.9K 0.03% 132
2020
Q1 		$8K Hold
41
– – 0.01% 167
2019
Q4 		$9K Hold
41
– – 0.01% 168
2019
Q3 		$10K Buy
+41
New +$8.96K 0.01% 167

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Selective Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 646 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in HD as recently as Q4 2025.

Selective Wealth Management first reported a position in HD in Q3 2019 and has held it in 17 quarters since. The position peaked at $521K in Q4 2021. 2,014 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Selective Wealth Management held 646 shares of Home Depot worth $219K as of Q2 2026.
  • Home Depot was a new Selective Wealth Management position in Q2 2026.
  • Home Depot made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Selective Wealth Management first reported a position in Home Depot in Q3 2019 and has held it in 17 quarters since.
  • Selective Wealth Management's Home Depot position peaked at $521K in Q4 2021.
  • 2,014 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.