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Ullmann Wealth Partners Group’s Home Depot HD Stock Holding History

Ullmann Wealth Partners Group’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 		$904K Sell
2,749
-500
-15% -$182K 0.09% 79
2025
Q4 		$1.23M Sell
3,249
-1
-0% -$366 0.13% 69
2025
Q3 		$1.32M Sell
3,250
-5
-0.2% -$1.97K 0.14% 65
2025
Q2 		$1.19M Buy
3,255
+51
+2% +$18.5K 0.14% 60
2025
Q1 		$1.17M Sell
3,204
-52
-2% -$20.3K 0.16% 56
2024
Q4 		$1.27M Buy
3,256
+1,883
+137% +$769K 0.16% 51
2024
Q3 		$556K Buy
1,373
+142
+12% +$51.8K 0.07% 84
2024
Q2 		$424K Sell
1,231
-114
-8% -$38.9K 0.06% 82
2024
Q1 		$516K Buy
1,345
+194
+17% +$70.9K 0.08% 69
2023
Q4 		$399K Buy
1,151
+129
+13% +$40K 0.07% 76
2023
Q3 		$309K Buy
1,022
+73
+8% +$23.5K 0.06% 81
2023
Q2 		$295K Sell
949
-5
-0.5% -$1.48K 0.06% 83
2023
Q1 		$281K Buy
954
+13
+1% +$3.99K 0.06% 75
2022
Q4 		$297K Buy
941
+60
+7% +$18.3K 0.07% 68
2022
Q3 		$243K Buy
881
+89
+11% +$26.3K 0.07% 75
2022
Q2 		$217K Hold
792
– – 0.06% 76
2022
Q1 		$237K Buy
792
+30
+4% +$10.4K 0.06% 76
2021
Q4 		$316K Buy
762
+19
+3% +$7.23K 0.08% 70
2021
Q3 		$244K Buy
743
+62
+9% +$20.4K 0.1% 70
2021
Q2 		$217K Hold
681
– – 0.09% 77
2021
Q1 		$208K Buy
+681
New +$188K 0.09% 80
2017
Q3 		– Sell
-783
Closed -$120K – 78
2017
Q2 		$120K Buy
783
+225
+40% +$34.5K 0.09% 68
2017
Q1 		$81K Buy
+558
New +$79.1K 0.07% 71

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

Ullmann Wealth Partners Group's HD Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its Home Depot (HD) stake by 15% in Q1 2026, selling an estimated $182K and leaving 2,749 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #79.

Ullmann Wealth Partners Group first reported a position in HD in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Ullmann Wealth Partners Group held 2,749 shares of Home Depot worth $904K as of Q1 2026.
  • Ullmann Wealth Partners Group sold 500 Home Depot shares in Q1 2026, an estimated $182K.
  • Home Depot made up 0.09% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #79 holding.
  • Ullmann Wealth Partners Group first reported a position in Home Depot in Q1 2017 and has held it in 23 quarters since.
  • Ullmann Wealth Partners Group's Home Depot position peaked at $1.32M in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

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