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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
Q2 		$304K Buy
862
+53
+7% +$17.2K 0.01% 88
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
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 $3.38T AUM 44.17% 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

Swan Global Investments's HD Position: Q2 2026 in Review

Swan Global Investments increased its Home Depot (HD) stake by 6.6% in Q2 2026, buying an estimated $17.2K and bringing the position to 862 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #88.

Swan Global Investments first reported a position in HD in Q1 2025 and has held it in 5 quarters since. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Swan Global Investments held 862 shares of Home Depot worth $304K as of Q2 2026.
  • Swan Global Investments bought 53 Home Depot shares in Q2 2026, an estimated $17.2K.
  • Home Depot made up 0.01% of Swan Global Investments's portfolio in Q2 2026, its #88 holding.
  • Swan Global Investments first reported a position in Home Depot in Q1 2025 and has held it in 5 quarters since.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.