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Summit Wealth Partners’s Home Depot HD Stock Holding History

Summit 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 		$1.83M Buy
5,558
+3,792
+215% +$1.38M 0.29% 71
2025
Q4 		$608K Hold
1,766
– – 0.11% 111
2025
Q3 		$716K Hold
1,766
– – 0.13% 108
2025
Q2 		$647K Hold
1,766
– – 0.12% 116
2025
Q1 		$647K Buy
1,766
+30
+2% +$11.7K 0.13% 110
2024
Q4 		$675K Buy
1,736
+251
+17% +$103K 0.14% 104
2024
Q3 		$602K Sell
1,485
-21
-1% -$7.66K 0.12% 125
2024
Q2 		$518K Hold
1,506
– – 0.11% 132
2024
Q1 		$578K Sell
1,506
-21
-1% -$7.67K 0.12% 117
2023
Q4 		$529K Buy
1,527
+15
+1% +$4.64K 0.12% 114
2023
Q3 		$457K Hold
1,512
– – 0.12% 116
2023
Q2 		$470K Sell
1,512
-44
-3% -$13K 0.12% 110
2023
Q1 		$459K Buy
1,556
+178
+13% +$54.6K 0.12% 111
2022
Q4 		$435K Sell
1,378
-24
-2% -$7.31K 0.12% 116
2022
Q3 		$387K Buy
1,402
+63
+5% +$18.6K 0.11% 109
2022
Q2 		$367K Buy
1,339
+301
+29% +$88.9K 0.1% 111
2022
Q1 		$311K Hold
1,038
– – 0.07% 124
2021
Q4 		$431K Buy
1,038
+14
+1% +$5.33K 0.09% 106
2021
Q3 		$336K Hold
1,024
– – 0.08% 111
2021
Q2 		$326K Hold
1,024
– – 0.08% 120
2021
Q1 		$312K Sell
1,024
-6
-0.6% -$1.65K 0.08% 119
2020
Q4 		$274K Hold
1,030
– – 0.07% 119
2020
Q3 		$286K Sell
1,030
-50
-5% -$13.5K 0.09% 120
2020
Q2 		$270K Buy
+1,080
New +$247K 0.09% 117
2020
Q1 		– Sell
-1,317
Closed -$288K – 116
2019
Q4 		$288K Buy
+1,317
New +$298K 0.1% 96

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 Partners's HD Position: Q1 2026 in Review

Summit Wealth Partners increased its Home Depot (HD) stake by 215% in Q1 2026, buying an estimated $1.38M and bringing the position to 5,558 shares worth $1.83M. The position accounts for 0.29% of the portfolio, ranked #71.

Summit Wealth Partners first reported a position in HD in Q4 2019 and has held it in 25 quarters since. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Summit Wealth Partners held 5,558 shares of Home Depot worth $1.83M as of Q1 2026.
  • Summit Wealth Partners bought 3,792 Home Depot shares in Q1 2026, an estimated $1.38M.
  • Home Depot made up 0.29% of Summit Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Summit Wealth Partners first reported a position in Home Depot in Q4 2019 and has held it in 25 quarters since.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.