Summit Wealth Group’s Home Depot HD Stock Holding History

Summit Wealth 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 Q1	$585K	Buy	1,779 +2	+0.1%	+$729	0.13%	66
2025 Q4	$611K	Buy	1,777 +2	+0.1%	+$733	0.14%	63
2025 Q3	$719K	Sell	1,775 -31	-2%	-$12.2K	0.17%	54
2025 Q2	$662K	Buy	1,806 +35	+2%	+$12.7K	0.17%	52
2025 Q1	$649K	Sell	1,771 -19	-1%	-$7.41K	0.19%	51
2024 Q4	$696K	Sell	1,790 -13	-0.7%	-$5.31K	0.2%	49
2024 Q3	$731K	Hold	1,803	–	–	0.21%	49
2024 Q2	$621K	Buy	+1,803	New	+$615K	0.19%	49
2023 Q3	–	Sell	-1,176	Closed	-$365K	–	48
2023 Q2	$365K	Sell	1,176 -345,885	-100%	-$102M	0.15%	51
2023 Q1	$1K	Buy	+347,061	New	+$106M	0.02%	118
2021 Q4	–	Sell	-1,102	Closed	-$362K	–	35
2021 Q3	$362K	Buy	+1,102	New	+$362K	0.57%	27
2021 Q1	–	Sell	-1,400	Closed	-$372K	–	196
2020 Q4	$372K	Hold	1,400	–	–	0.23%	34
2020 Q3	$389K	Hold	1,400	–	–	0.34%	24
2020 Q2	$351K	Buy	1,400 +187	+15%	+$42.8K	0.32%	24
2020 Q1	$226K	Sell	1,213 -2	-0.2%	-$439	0.23%	26
2019 Q4	$265K	Buy	+1,215	New	+$275K	0.25%	25

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Summit Wealth Group increased its Home Depot (HD) stake by 0.11% in Q1 2026, buying an estimated $729 and bringing the position to 1,779 shares worth $585K. The position accounts for 0.13% of the portfolio, ranked #66.

Summit Wealth Group first reported a position in HD in Q4 2019 and has held it in 16 quarters since. The position peaked at $731K in Q3 2024. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Summit Wealth Group held 1,779 shares of Home Depot worth $585K as of Q1 2026.
Summit Wealth Group bought 2 Home Depot shares in Q1 2026, an estimated $729.
Home Depot made up 0.13% of Summit Wealth Group's portfolio in Q1 2026, its #66 holding.
Summit Wealth Group first reported a position in Home Depot in Q4 2019 and has held it in 16 quarters since.
Summit Wealth Group's Home Depot position peaked at $731K in Q3 2024.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.