TWM
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TriaGen Wealth Management’s Home Depot HD Stock Holding History

TriaGen Wealth 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
2026
Q2 		$815K Hold
2,311
– – 0.2% 107
2026
Q1 		$760K Sell
2,311
-101
-4% -$36.8K 0.21% 97
2025
Q4 		$830K Sell
2,412
-8
-0.3% -$2.93K 0.21% 96
2025
Q3 		$981K Hold
2,420
– – 0.26% 87
2025
Q2 		$887K Buy
2,420
+415
+21% +$150K 0.27% 80
2025
Q1 		$735K Sell
2,005
-200
-9% -$77.9K 0.26% 80
2024
Q4 		$858K Hold
2,205
– – 0.29% 74
2024
Q3 		$893K Sell
2,205
-200
-8% -$72.9K 0.3% 75
2024
Q2 		$828K Hold
2,405
– – 0.32% 75
2024
Q1 		$923K Hold
2,405
– – 0.38% 64
2023
Q4 		$833K Buy
2,405
+470
+24% +$146K 0.4% 64
2023
Q3 		$585K Buy
1,935
+30
+2% +$9.65K 0.3% 77
2023
Q2 		$592K Sell
1,905
-21
-1% -$6.2K 0.27% 87
2023
Q1 		$568K Buy
1,926
+21
+1% +$6.44K 0.29% 88
2022
Q4 		$602K Sell
1,905
-9
-0.5% -$2.74K 0.33% 80
2022
Q3 		$528K Sell
1,914
-4
-0.2% -$1.18K 0.29% 87
2022
Q2 		$526K Buy
1,918
+8
+0.4% +$2.36K 0.37% 73
2022
Q1 		$572K Hold
1,910
– – 0.3% 91
2021
Q4 		$793K Sell
1,910
-15
-0.8% -$5.71K 0.39% 76
2021
Q3 		$632K Sell
1,925
-29
-1% -$9.52K 0.34% 86
2021
Q2 		$641K Buy
1,954
+20
+1% +$6.36K 0.33% 89
2021
Q1 		$590K Sell
1,934
-13
-0.7% -$3.58K 0.34% 87
2020
Q4 		$517K Buy
+1,947
New +$535K 0.3% 91

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

TriaGen Wealth Management's HD Position: Q2 2026 in Review

TriaGen Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 2,311 shares worth $815K. The position accounts for 0.2% of the portfolio, ranked #107.

TriaGen Wealth Management first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $981K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • TriaGen Wealth Management held 2,311 shares of Home Depot worth $815K as of Q2 2026.
  • TriaGen Wealth Management left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.2% of TriaGen Wealth Management's portfolio in Q2 2026, its #107 holding.
  • TriaGen Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Home Depot position peaked at $981K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.