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SHP Wealth Management’s Home Depot HD Stock Holding History

SHP 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 		$1.17M Sell
3,314
-1,285
-28% -$418K 0.08% 87
2026
Q1 		$1.51M Sell
4,599
-343
-7% -$125K 0.11% 59
2025
Q4 		$1.7M Buy
+4,942
New +$1.81M 0.13% 52

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Home Depot (HD) stake by 28% in Q2 2026, selling an estimated $418K and leaving 3,314 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #87.

SHP Wealth Management first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 4,117 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • SHP Wealth Management held 3,314 shares of Home Depot worth $1.17M as of Q2 2026.
  • SHP Wealth Management sold 1,285 Home Depot shares in Q2 2026, an estimated $418K.
  • Home Depot made up 0.08% of SHP Wealth Management's portfolio in Q2 2026, its #87 holding.
  • SHP Wealth Management first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Home Depot position peaked at $1.7M in Q4 2025.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.