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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
Q2 		$623K Sell
1,766
-13
-0.7% -$4.23K 0.13% 68
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 Buy
1,176
+1,173
+39,100% +$347K 0.15% 51
2023
Q1 		$1K Buy
+3
New +$920 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
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's HD Position: Q2 2026 in Review

Summit Wealth Group reduced its Home Depot (HD) stake by 0.73% in Q2 2026, selling an estimated $4.23K and leaving 1,766 shares worth $623K. The position accounts for 0.13% of the portfolio, ranked #68.

Summit Wealth Group first reported a position in HD in Q4 2019 and has held it in 17 quarters since. The position peaked at $731K in Q3 2024. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Summit Wealth Group held 1,766 shares of Home Depot worth $623K as of Q2 2026.
  • Summit Wealth Group sold 13 Home Depot shares in Q2 2026, an estimated $4.23K.
  • Home Depot made up 0.13% of Summit Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Summit Wealth Group first reported a position in Home Depot in Q4 2019 and has held it in 17 quarters since.
  • Summit Wealth Group's Home Depot position peaked at $731K in Q3 2024.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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