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Stone Summit Wealth’s Home Depot HD Stock Holding History

Stone Summit 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 		$1.67M Sell
4,722
-127
-3% -$41.3K 0.42% 59
2026
Q1 		$1.59M Sell
4,849
-213
-4% -$77.6K 0.44% 58
2025
Q4 		$1.74M Sell
5,062
-1,170
-19% -$429K 0.47% 56
2025
Q3 		$2.53M Sell
6,232
-135
-2% -$53.1K 0.72% 45
2025
Q2 		$2.33M Sell
6,367
-90
-1% -$32.6K 0.72% 49
2025
Q1 		$2.37M Sell
6,457
-105
-2% -$40.9K 0.8% 43
2024
Q4 		$2.55M Sell
6,562
-87
-1% -$35.5K 0.86% 38
2024
Q3 		$2.69M Sell
6,649
-109
-2% -$39.8K 0.87% 38
2024
Q2 		$2.33M Sell
6,758
-314
-4% -$107K 0.83% 37
2024
Q1 		$2.71M Sell
7,072
-242
-3% -$88.4K 0.94% 36
2023
Q4 		$2.53M Sell
7,314
-295
-4% -$91.4K 0.97% 33
2023
Q3 		$2.3M Buy
7,609
+20
+0.3% +$6.43K 0.99% 32
2023
Q2 		$2.36M Sell
7,589
-48
-0.6% -$14.2K 0.98% 37
2023
Q1 		$2.25M Sell
7,637
-206
-3% -$63.2K 1% 32
2022
Q4 		$2.48M Sell
7,843
-39
-0.5% -$11.9K 1.21% 24
2022
Q3 		$2.17M Sell
7,882
-87
-1% -$25.7K 1.34% 21
2022
Q2 		$2.19M Buy
7,969
+258
+3% +$76.2K 1.3% 21
2022
Q1 		$2.33M Buy
7,711
+6,845
+790% +$2.37M 1.3% 21
2021
Q4 		$361K Buy
+866
New +$330K 0.29% 88

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 $3.37T AUM 44.26% 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

Stone Summit Wealth's HD Position: Q2 2026 in Review

Stone Summit Wealth reduced its Home Depot (HD) stake by 2.6% in Q2 2026, selling an estimated $41.3K and leaving 4,722 shares worth $1.67M. The position accounts for 0.42% of the portfolio, ranked #59.

Stone Summit Wealth first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q1 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Stone Summit Wealth held 4,722 shares of Home Depot worth $1.67M as of Q2 2026.
  • Stone Summit Wealth sold 127 Home Depot shares in Q2 2026, an estimated $41.3K.
  • Home Depot made up 0.42% of Stone Summit Wealth's portfolio in Q2 2026, its #59 holding.
  • Stone Summit Wealth first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Home Depot position peaked at $2.71M in Q1 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.