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Sterling Wealth Management’s Home Depot HD Stock Holding History

Sterling 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 		$429K Sell
1,303
-1
-0.1% -$364 0.12% 71
2025
Q4 		$449K Sell
1,304
-1
-0.1% -$366 0.13% 65
2025
Q3 		$529K Hold
1,305
– – 0.16% 57
2025
Q2 		$478K Buy
+1,305
New +$472K 0.16% 61
2024
Q4 		$504K Hold
1,295
– – 0.19% 61
2024
Q3 		$525K Hold
1,295
– – 0.2% 59
2024
Q2 		$446K Hold
1,295
– – 0.21% 61
2024
Q1 		$497K Hold
1,295
– – 0.25% 52
2023
Q4 		$449K Buy
+1,295
New +$401K 0.25% 53

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

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

Sterling Wealth Management reduced its Home Depot (HD) stake by 0.08% in Q1 2026, selling an estimated $364 and leaving 1,303 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #71.

Sterling Wealth Management first reported a position in HD in Q4 2023 and has held it in 9 quarters since. The position peaked at $529K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sterling Wealth Management held 1,303 shares of Home Depot worth $429K as of Q1 2026.
  • Sterling Wealth Management sold 1 Home Depot share in Q1 2026, an estimated $364.
  • Home Depot made up 0.12% of Sterling Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Sterling Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Home Depot position peaked at $529K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.