WWM
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Walser Wealth Management’s Home Depot HD Stock Holding History

Walser 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 		$356K Buy
+1,010
New +$329K 0.15% 144

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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

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

Walser Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 1,010 shares worth $356K. The stake represents 0.15% of the portfolio and ranks #144 among its holdings.

4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Walser Wealth Management held 1,010 shares of Home Depot worth $356K as of Q2 2026.
  • Home Depot was a new Walser Wealth Management position in Q2 2026.
  • Home Depot made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #144 holding.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.