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Summit Wealth Group (Colorado)’s Home Depot HD Stock Holding History

Summit Wealth Group (Colorado)’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 		$998K Buy
2,831
+169
+6% +$55K 0.08% 131
2026
Q1 		$875K Buy
2,662
+302
+13% +$110K 0.09% 118
2025
Q4 		$812K Sell
2,360
-2,629
-53% -$963K 0.11% 112
2025
Q3 		$346K Buy
4,989
+2,306
+86% +$907K 0.04% 327
2025
Q2 		$984K Buy
+2,683
New +$971K 0.25% 91

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

Summit Wealth Group (Colorado)'s HD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Home Depot (HD) stake by 6.3% in Q2 2026, buying an estimated $55K and bringing the position to 2,831 shares worth $998K. The position accounts for 0.08% of the portfolio, ranked #131.

Summit Wealth Group (Colorado) first reported a position in HD in Q2 2025 and has held it in 5 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,831 shares of Home Depot worth $998K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 169 Home Depot shares in Q2 2026, an estimated $55K.
  • Home Depot made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #131 holding.
  • Summit Wealth Group (Colorado) first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.