Simplicity Wealth’s Home Depot HD Stock Holding History

Simplicity Wealth’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	$6.47M	Buy	18,345 +1,698	+10%	+$552K	0.22%	107
2026 Q1	$5.48M	Buy	16,647 +1,629	+11%	+$594K	0.31%	72
2025 Q4	$5.17M	Buy	15,018 +912	+6%	+$334K	0.31%	68
2025 Q3	$5.72M	Sell	14,106 -8,993	-39%	-$3.54M	0.33%	66
2025 Q2	$8.47M	Buy	23,099 +10,581	+85%	+$3.83M	0.35%	68
2025 Q1	$4.59M	Buy	12,518 +8,571	+217%	+$3.34M	0.36%	57
2024 Q4	$1.54M	Sell	3,947 -5,418	-58%	-$2.21M	0.32%	56
2024 Q3	$3.79M	Sell	9,365 -40,926	-81%	-$14.9M	0.35%	63
2024 Q2	$17.3M	Buy	50,291 +2,423	+5%	+$827K	0.39%	46
2024 Q1	$18.4M	Buy	47,868 +45,695	+2,103%	+$16.7M	0.44%	37
2023 Q4	$753K	Buy	+2,173	New	+$673K	0.29%	54

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Simplicity Wealth's HD Position: Q2 2026 in Review

Simplicity Wealth increased its Home Depot (HD) stake by 10% in Q2 2026, buying an estimated $552K and bringing the position to 18,345 shares worth $6.47M. The position accounts for 0.22% of the portfolio, ranked #107.

Simplicity Wealth first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.4M in Q1 2024. 2,764 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Simplicity Wealth held 18,345 shares of Home Depot worth $6.47M as of Q2 2026.
Simplicity Wealth bought 1,698 Home Depot shares in Q2 2026, an estimated $552K.
Home Depot made up 0.22% of Simplicity Wealth's portfolio in Q2 2026, its #107 holding.
Simplicity Wealth first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's Home Depot position peaked at $18.4M in Q1 2024.
2,764 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.