SSWM
HD icon

Strait & Sound Wealth Management’s Home Depot HD Stock Holding History

Strait & Sound 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 		$3.09M Sell
8,766
-152
-2% -$49.5K 1.08% 21
2026
Q1 		$2.93M Buy
8,918
+200
+2% +$72.9K 1.09% 21
2025
Q4 		$3M Buy
8,718
+811
+10% +$297K 1.12% 19
2025
Q3 		$3.2M Sell
7,907
-136
-2% -$53.5K 1.23% 18
2025
Q2 		$2.95M Sell
8,043
-238
-3% -$86.1K 1.25% 19
2025
Q1 		$3.04M Buy
8,281
+487
+6% +$190K 1.41% 18
2024
Q4 		$3.03M Buy
7,794
+345
+5% +$141K 1.41% 15
2024
Q3 		$3.02M Sell
7,449
-462
-6% -$169K 1.47% 12
2024
Q2 		$2.72M Buy
7,911
+95
+1% +$32.4K 1.39% 13
2024
Q1 		$2.72M Buy
7,816
+85
+1% +$31.1K 1.52% 14
2023
Q4 		$2.75M Sell
7,731
-139
-2% -$43K 1.72% 12
2023
Q3 		$2.38M Buy
7,870
+721
+10% +$232K 2.04% 11
2023
Q2 		$2.22M Sell
7,149
-1,077
-13% -$318K 2.2% 9
2023
Q1 		$2.43M Buy
8,226
+38
+0.5% +$11.7K 2.41% 9
2022
Q4 		$2.68M Buy
+8,188
New +$2.49M 2.93% 7

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

Strait & Sound Wealth Management's HD Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Home Depot (HD) stake by 1.7% in Q2 2026, selling an estimated $49.5K and leaving 8,766 shares worth $3.09M. The position accounts for 1.08% of the portfolio, ranked #21.

Strait & Sound Wealth Management first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Strait & Sound Wealth Management held 8,766 shares of Home Depot worth $3.09M as of Q2 2026.
  • Strait & Sound Wealth Management sold 152 Home Depot shares in Q2 2026, an estimated $49.5K.
  • Home Depot made up 1.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Strait & Sound Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Home Depot position peaked at $3.2M in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.