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Sherman Wealth Management’s Home Depot HD Stock Holding History

Sherman 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 		$385K Sell
1,092
-91
-8% -$29.6K 0.29% 56
2026
Q1 		$389K Buy
1,183
+15
+1% +$5.47K 0.33% 52
2025
Q4 		$402K Buy
+1,168
New +$428K 0.35% 51

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Sherman Wealth Management reduced its Home Depot (HD) stake by 7.7% in Q2 2026, selling an estimated $29.6K and leaving 1,092 shares worth $385K. The position accounts for 0.29% of the portfolio, ranked #56.

Sherman Wealth Management first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q4 2025. 2,936 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sherman Wealth Management held 1,092 shares of Home Depot worth $385K as of Q2 2026.
  • Sherman Wealth Management sold 91 Home Depot shares in Q2 2026, an estimated $29.6K.
  • Home Depot made up 0.29% of Sherman Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Sherman Wealth Management first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Home Depot position peaked at $402K in Q4 2025.
  • 2,936 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.