Swan Global Investments’s Home Depot HD Stock Holding History

Swan Global Investments’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	$266K	Buy	809 +55	+7%	+$20K	0.01%	66
2025 Q4	$259K	Buy	+754	New	+$276K	0.01%	72
2025 Q3	–	Sell	-826	Closed	-$303K	–	76
2025 Q2	$303K	Buy	826 +164	+25%	+$59.3K	0.01%	54
2025 Q1	$243K	Buy	+662	New	+$258K	0.01%	51

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Swan Global Investments's HD Position: Q1 2026 in Review

Swan Global Investments increased its Home Depot (HD) stake by 7.3% in Q1 2026, buying an estimated $20K and bringing the position to 809 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #66.

Swan Global Investments first reported a position in HD in Q1 2025 and has held it in 4 quarters since. The position peaked at $303K in Q2 2025. 4,126 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Swan Global Investments held 809 shares of Home Depot worth $266K as of Q1 2026.
Swan Global Investments bought 55 Home Depot shares in Q1 2026, an estimated $20K.
Home Depot made up 0.01% of Swan Global Investments's portfolio in Q1 2026, its #66 holding.
Swan Global Investments first reported a position in Home Depot in Q1 2025 and has held it in 4 quarters since.
Swan Global Investments's Home Depot position peaked at $303K in Q2 2025.
4,126 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.