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Strategic Wealth Investment Group’s Home Depot HD Stock Holding History

Strategic Wealth Investment Group’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 		$229K Sell
649
-12
-2% -$3.9K 0.03% 101
2026
Q1 		$218K Sell
661
-100
-13% -$36.4K 0.03% 93
2025
Q4 		$262K Sell
761
-450
-37% -$165K 0.03% 84
2025
Q3 		$491K Buy
+1,211
New +$476K 0.04% 85
2025
Q1 		– Sell
-1,269
Closed -$494K – 78
2024
Q4 		$494K Buy
1,269
+92
+8% +$37.6K 0.05% 97
2024
Q3 		$482K Sell
1,177
-50
-4% -$18.2K 0.05% 97
2024
Q2 		$413K Buy
+1,227
New +$419K 0.05% 95
2023
Q4 		$464K Buy
1,340
+204
+18% +$63.2K 0.07% 86
2023
Q3 		$343K Sell
1,136
-4,523
-80% -$1.45M 0.06% 81
2023
Q2 		$1.76M Buy
5,659
+1,073
+23% +$317K 0.28% 61
2023
Q1 		$1.35M Buy
4,586
+2,556
+126% +$784K 0.25% 61
2022
Q4 		$657K Buy
2,030
+502
+33% +$153K 0.15% 64
2022
Q3 		$422K Buy
1,528
+616
+68% +$182K 0.12% 72
2022
Q2 		$250K Buy
+912
New +$269K 0.06% 116
2021
Q4 		– Sell
-640
Closed -$209K – 94
2021
Q3 		$209K Buy
+640
New +$210K 0.06% 78

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

Strategic Wealth Investment Group's HD Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Home Depot (HD) stake by 1.8% in Q2 2026, selling an estimated $3.9K and leaving 649 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #101.

Strategic Wealth Investment Group first reported a position in HD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.76M in Q2 2023. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Strategic Wealth Investment Group held 649 shares of Home Depot worth $229K as of Q2 2026.
  • Strategic Wealth Investment Group sold 12 Home Depot shares in Q2 2026, an estimated $3.9K.
  • Home Depot made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #101 holding.
  • Strategic Wealth Investment Group first reported a position in Home Depot in Q3 2021 and has held it in 15 quarters since.
  • Strategic Wealth Investment Group's Home Depot position peaked at $1.76M in Q2 2023.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.