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Strategic Family Wealth Counselors’s Home Depot HD Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-717
Closed -$269K – 188
2025
Q4 		$269K Buy
717
+200
+39% +$73.3K 0.06% 182
2025
Q3 		$210K Buy
+517
New +$203K 0.05% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Family Wealth Counselors's HD Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Home Depot (HD) in Q1 2026, closing a stake of 717 shares — an estimated $269K sold.

Strategic Family Wealth Counselors first reported a position in HD in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q4 2025. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 717 Home Depot shares in Q1 2026, an estimated $269K.
  • Strategic Family Wealth Counselors first reported a position in Home Depot in Q3 2025 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Home Depot position peaked at $269K in Q4 2025.
  • 4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.