SWGC
HD icon

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
Q1 		$875K Buy
2,662
+302
+13% +$110K 0.09% 118
2025
Q4 		$812K Buy
+2,360
New +$864K 0.11% 112
2025
Q3 		– Sell
-2,683
Closed -$984K – 347
2025
Q2 		$984K Buy
+2,683
New +$971K 0.25% 91

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

Summit Wealth Group (Colorado)'s HD Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Home Depot (HD) stake by 13% in Q1 2026, buying an estimated $110K and bringing the position to 2,662 shares worth $875K. The position accounts for 0.09% of the portfolio, ranked #118.

Summit Wealth Group (Colorado) first reported a position in HD in Q2 2025 and has held it in 3 quarters since. The position peaked at $984K in Q2 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,662 shares of Home Depot worth $875K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 302 Home Depot shares in Q1 2026, an estimated $110K.
  • Home Depot made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #118 holding.
  • Summit Wealth Group (Colorado) first reported a position in Home Depot in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Home Depot position peaked at $984K in Q2 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.