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Sendero Wealth Management’s Home Depot HD Stock Holding History

Sendero 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
Q1 		– Sell
-656
Closed -$226K – 210
2025
Q4 		$226K Buy
656
+103
+19% +$37.7K 0.03% 193
2025
Q3 		$224K Hold
553
– – 0.03% 181
2025
Q2 		$203K Sell
553
-49
-8% -$17.7K 0.03% 184
2025
Q1 		$221K Buy
+602
New +$235K 0.03% 173

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sendero Wealth Management's HD Position: Q1 2026 in Review

Sendero Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 656 shares — an estimated $226K sold.

Sendero Wealth Management first reported a position in HD in Q1 2025 and held it in 4 quarters. The position peaked at $226K in Q4 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sendero Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 656 Home Depot shares in Q1 2026, an estimated $226K.
  • Sendero Wealth Management first reported a position in Home Depot in Q1 2025 and held it in 4 quarters.
  • Sendero Wealth Management's Home Depot position peaked at $226K in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.