Tortoise Investment Management’s Home Depot HD Stock Holding History

Tortoise Investment Management’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
2022 Q3	–	Sell	-600	Closed	-$56K	–	756
2022 Q2	$56K	Sell	600 -500	-45%	-$148K	0.01%	284
2022 Q1	$75K	Sell	1,100 -500	-31%	-$173K	0.01%	262
2021 Q4	$6K	Buy	1,600 +500	+45%	+$190K	﹤0.01%	523
2021 Q3	$5K	Buy	1,100 +500	+83%	+$164K	﹤0.01%	522
2021 Q2	$3K	Sell	600 -400	-40%	-$127K	﹤0.01%	554
2021 Q1	$1K	Hold	1,000	–	–	﹤0.01%	567
2020 Q4	$1K	Hold	1,000	–	–	﹤0.01%	527
2020 Q3	$8K	Hold	1,000	–	–	﹤0.01%	404
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	424
2020 Q1	$23K	Buy	+1,000	New	+$220K	0.01%	278
2019 Q4	–	Sell	-1,800	Closed	-$2K	–	602
2019 Q3	$2K	Buy	+1,800	New	+$393K	﹤0.01%	537

Other funds holding HD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's HD Position: Q2 2026 in Review

Tortoise Investment Management increased its Home Depot (HD) stake by 1.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,407 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #126.

Tortoise Investment Management first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.12M in Q4 2021. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Tortoise Investment Management held 3,407 shares of Home Depot worth $1.2M as of Q2 2026.
Tortoise Investment Management bought 38 Home Depot shares in Q2 2026, an estimated $12.4K.
Home Depot made up 0.09% of Tortoise Investment Management's portfolio in Q2 2026, its #126 holding.
Tortoise Investment Management first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's Home Depot position peaked at $2.12M in Q4 2021.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.