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Smallwood Wealth Investment Management’s Home Depot HD Stock Holding History

Smallwood Wealth Investment 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 		$622K Sell
1,763
-4
-0.2% -$1.3K 0.27% 41
2026
Q1 		$581K Hold
1,767
– – 0.31% 41
2025
Q4 		$608K Buy
1,767
+4
+0.2% +$1.47K 0.32% 38
2025
Q3 		$714K Sell
1,763
-12
-0.7% -$4.72K 0.36% 37
2025
Q2 		$651K Hold
1,775
– – 0.37% 37
2025
Q1 		$651K Hold
1,775
– – 0.41% 37
2024
Q4 		$691K Hold
1,775
– – 0.47% 34
2024
Q3 		$719K Buy
1,775
+15
+0.9% +$5.47K 0.51% 30
2024
Q2 		$606K Hold
1,760
– – 0.47% 32
2024
Q1 		$675K Buy
1,760
+25
+1% +$9.13K 0.52% 30
2023
Q4 		$601K Buy
1,735
+125
+8% +$38.7K 0.5% 31
2023
Q3 		$486K Buy
1,610
+200
+14% +$64.3K 0.44% 35
2023
Q2 		$438K Hold
1,410
– – 0.39% 40
2023
Q1 		$416K Sell
1,410
-60
-4% -$18.4K 0.39% 39
2022
Q4 		$464K Sell
1,470
-5
-0.3% -$1.52K 0.39% 44
2022
Q3 		$407K Buy
1,475
+5
+0.3% +$1.48K 0.37% 50
2022
Q2 		$403K Buy
1,470
+60
+4% +$17.7K 0.41% 42
2022
Q1 		$422K Buy
+1,410
New +$489K 0.4% 37

Other funds holding HD

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Smallwood Wealth Investment Management's HD Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Home Depot (HD) stake by 0.23% in Q2 2026, selling an estimated $1.3K and leaving 1,763 shares worth $622K. The position accounts for 0.27% of the portfolio, ranked #41.

Smallwood Wealth Investment Management first reported a position in HD in Q1 2022 and has held it in 18 quarters since. The position peaked at $719K in Q3 2024. 1,827 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,763 shares of Home Depot worth $622K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 4 Home Depot shares in Q2 2026, an estimated $1.3K.
  • Home Depot made up 0.27% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #41 holding.
  • Smallwood Wealth Investment Management first reported a position in Home Depot in Q1 2022 and has held it in 18 quarters since.
  • Smallwood Wealth Investment Management's Home Depot position peaked at $719K in Q3 2024.
  • 1,827 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.