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Strategic Wealth Partners’s Home Depot HD Stock Holding History

Strategic Wealth Partners’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 		$1.24M Buy
3,758
+2
+0.1% +$729 0.09% 134
2025
Q4 		$1.29M Sell
3,756
-19,127
-84% -$7.01M 0.09% 134
2025
Q3 		$9.27M Sell
22,883
-2,429
-10% -$955K 0.69% 49
2025
Q2 		$9.28M Buy
+25,312
New +$9.16M 0.73% 45
2024
Q4 		$10.2M Buy
24,762
+12,695
+105% +$5.19M 0.85% 35
2024
Q3 		$4.89M Buy
12,067
+7,025
+139% +$2.56M 0.47% 69
2024
Q2 		$1.74M Buy
5,042
+229
+5% +$78.1K 0.18% 97
2024
Q1 		$1.85M Buy
4,813
+729
+18% +$266K 0.2% 94
2023
Q4 		$1.42M Sell
4,084
-145
-3% -$44.9K 0.17% 109
2023
Q3 		$1.28M Sell
4,229
-330
-7% -$106K 0.17% 139
2023
Q2 		$1.42M Sell
4,559
-317
-7% -$93.6K 0.18% 131
2023
Q1 		$1.44M Sell
4,876
-443
-8% -$136K 0.22% 113
2022
Q4 		$1.68M Buy
5,319
+280
+6% +$85.3K 0.31% 95
2022
Q3 		$1.39M Sell
5,039
-466
-8% -$138K 0.3% 107
2022
Q2 		$1.51M Buy
5,505
+346
+7% +$102K 0.33% 95
2022
Q1 		$1.54M Sell
5,159
-63
-1% -$21.9K 0.3% 105
2021
Q4 		$2.17M Buy
5,222
+114
+2% +$43.4K 0.41% 76
2021
Q3 		$1.68M Buy
5,108
+618
+14% +$203K 0.49% 49
2021
Q2 		$1.43M Buy
4,490
+3,082
+219% +$980K 0.47% 51
2021
Q1 		$430K Sell
1,408
-1,864
-57% -$514K 0.17% 132
2020
Q4 		$869K Sell
3,272
-147
-4% -$40.4K 0.36% 71
2020
Q3 		$950K Sell
3,419
-100
-3% -$27.1K 0.48% 61
2020
Q2 		$882K Buy
+3,519
New +$806K 0.46% 68
2019
Q4 		– Sell
-305
Closed -$10.5K – 283
2019
Q3 		$10.5K Hold
305
– – 0.05% 139
2019
Q2 		$64K Buy
305
+2
+0.7% +$399 0.03% 208
2019
Q1 		$59K Buy
303
+23
+8% +$4.22K 0.03% 219
2018
Q4 		$50K Buy
280
+5
+2% +$897 0.03% 228
2018
Q3 		$57K Sell
275
-23
-8% -$4.63K 0.03% 220
2018
Q2 		$58K Buy
298
+157
+111% +$29.3K 0.03% 239
2018
Q1 		$25K Buy
+141
New +$26.5K 0.01% 319

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

Strategic Wealth Partners's HD Position: Q1 2026 in Review

Strategic Wealth Partners increased its Home Depot (HD) stake by 0.05% in Q1 2026, buying an estimated $729 and bringing the position to 3,758 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #134.

Strategic Wealth Partners first reported a position in HD in Q1 2018 and has held it in 30 quarters since. The position peaked at $10.2M in Q4 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Strategic Wealth Partners held 3,758 shares of Home Depot worth $1.24M as of Q1 2026.
  • Strategic Wealth Partners bought 2 Home Depot shares in Q1 2026, an estimated $729.
  • Home Depot made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Strategic Wealth Partners first reported a position in Home Depot in Q1 2018 and has held it in 30 quarters since.
  • Strategic Wealth Partners's Home Depot position peaked at $10.2M in Q4 2024.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.