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Waldron Private Wealth’s Home Depot HD Stock Holding History

Waldron Private Wealth’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 		$1.62M Buy
4,605
+1,766
+62% +$575K 0.06% 112
2026
Q1 		$934K Buy
2,839
+58
+2% +$21.1K 0.04% 149
2025
Q4 		$957K Buy
2,781
+35
+1% +$12.8K 0.04% 145
2025
Q3 		$1.11M Buy
2,746
+133
+5% +$52.3K 0.05% 134
2025
Q2 		$958K Sell
2,613
-150
-5% -$54.3K 0.04% 139
2025
Q1 		$1.01M Sell
2,763
-6,878
-71% -$2.68M 0.05% 127
2024
Q4 		$3.75M Sell
9,641
-1,479
-13% -$604K 0.15% 78
2024
Q3 		$4.51M Buy
11,120
+644
+6% +$235K 0.19% 68
2024
Q2 		$3.61M Buy
10,476
+391
+4% +$133K 0.16% 69
2024
Q1 		$3.87M Sell
10,085
-10
-0.1% -$3.65K 0.17% 68
2023
Q4 		$3.5M Sell
10,095
-449
-4% -$139K 0.17% 71
2023
Q3 		$3.19M Buy
10,544
+6
+0.1% +$1.93K 0.17% 79
2023
Q2 		$3.27M Sell
10,538
-1,461
-12% -$432K 0.16% 76
2023
Q1 		$3.54M Buy
11,999
+107
+0.9% +$32.8K 0.17% 74
2022
Q4 		$3.28M Hold
11,892
– – 0.2% 76
2022
Q3 		$3.28M Sell
11,892
-51
-0.4% -$15.1K 0.2% 76
2022
Q2 		$3.27M Buy
11,943
+601
+5% +$177K 0.18% 75
2022
Q1 		$3.4M Buy
11,342
+761
+7% +$264K 0.17% 84
2021
Q4 		$4.39M Sell
10,581
-7
-0.1% -$2.67K 0.22% 70
2021
Q3 		$3.48M Buy
10,588
+2,574
+32% +$845K 0.2% 70
2021
Q2 		$2.56M Buy
8,014
+219
+3% +$69.7K 0.16% 79
2021
Q1 		$2.38M Buy
7,795
+290
+4% +$79.9K 0.17% 77
2020
Q4 		$1.99M Sell
7,505
-573
-7% -$158K 0.15% 82
2020
Q3 		$2.24M Buy
8,078
+213
+3% +$57.7K 0.19% 70
2020
Q2 		$1.97M Sell
7,865
-3,161
-29% -$724K 0.17% 75
2020
Q1 		$2.06M Buy
11,026
+4,790
+77% +$1.05M 0.22% 71
2019
Q4 		$1.36M Buy
6,236
+417
+7% +$94.4K 0.12% 94
2019
Q3 		$1.35M Buy
5,819
+548
+10% +$120K 0.14% 90
2019
Q2 		$1.1M Buy
5,271
+545
+12% +$109K 0.12% 85
2019
Q1 		$906K Buy
4,726
+616
+15% +$113K 0.1% 94
2018
Q4 		$706K Buy
4,110
+1,802
+78% +$323K 0.1% 94
2018
Q3 		$478K Buy
2,308
+60
+3% +$12.1K 0.09% 106
2018
Q2 		$438K Sell
2,248
-945
-30% -$177K 0.1% 95
2018
Q1 		$569K Hold
3,193
– – 0.13% 75
2017
Q4 		$605K Buy
3,193
+279
+10% +$48.2K 0.14% 71
2017
Q3 		$476K Hold
2,914
– – 0.13% 77
2017
Q2 		$447K Sell
2,914
-1,090
-27% -$167K 0.14% 64
2017
Q1 		$573K Buy
4,004
+2,041
+104% +$289K 0.14% 89
2016
Q4 		$263K Sell
1,963
-100
-5% -$12.9K 0.09% 105
2016
Q3 		$264K Sell
2,063
-514
-20% -$68.5K 0.1% 110
2016
Q2 		$328K Buy
2,577
+595
+30% +$78.7K 0.12% 87
2016
Q1 		$263K Sell
1,982
-1,534
-44% -$191K 0.1% 114
2015
Q4 		$464K Buy
3,516
+1,460
+71% +$186K 0.17% 69
2015
Q3 		$237K Buy
+2,056
New +$238K 0.1% 111

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

Waldron Private Wealth's HD Position: Q2 2026 in Review

Waldron Private Wealth increased its Home Depot (HD) stake by 62% in Q2 2026, buying an estimated $575K and bringing the position to 4,605 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #112.

Waldron Private Wealth first reported a position in HD in Q3 2015 and has held it in 44 quarters since. The position peaked at $4.51M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Waldron Private Wealth held 4,605 shares of Home Depot worth $1.62M as of Q2 2026.
  • Waldron Private Wealth bought 1,766 Home Depot shares in Q2 2026, an estimated $575K.
  • Home Depot made up 0.06% of Waldron Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Waldron Private Wealth first reported a position in Home Depot in Q3 2015 and has held it in 44 quarters since.
  • Waldron Private Wealth's Home Depot position peaked at $4.51M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.