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Waterloo Capital’s Home Depot HD Stock Holding History

Waterloo Capital’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 		$1.17M Sell
3,318
-3,199
-49% -$1.04M 0.07% 223
2026
Q1 		$2.14M Sell
6,517
-1,124
-15% -$410K 0.15% 136
2025
Q4 		$2.63M Sell
7,641
-713
-9% -$261K 0.19% 114
2025
Q3 		$3.39M Buy
8,354
+650
+8% +$256K 0.25% 98
2025
Q2 		$2.82M Buy
7,704
+935
+14% +$338K 0.23% 104
2025
Q1 		$2.48M Buy
6,769
+930
+16% +$362K 0.23% 108
2024
Q4 		$2.27M Sell
5,839
-458
-7% -$187K 0.24% 99
2024
Q3 		$2.55M Buy
6,297
+701
+13% +$256K 0.28% 90
2024
Q2 		$1.93M Sell
5,596
-986
-15% -$336K 0.23% 100
2024
Q1 		$2.52M Buy
6,582
+1,809
+38% +$661K 0.32% 77
2023
Q4 		$1.65M Buy
4,773
+3,604
+308% +$1.12M 0.27% 94
2023
Q3 		$353K Sell
1,169
-1,053
-47% -$339K 0.1% 133
2023
Q2 		$690K Buy
2,222
+64
+3% +$18.9K 0.2% 72
2023
Q1 		$637K Buy
+2,158
New +$662K 0.2% 75
2020
Q1 		$1.23M Buy
+6,561
New +$1.44M 0.87% 27

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

Waterloo Capital's HD Position: Q2 2026 in Review

Waterloo Capital reduced its Home Depot (HD) stake by 49% in Q2 2026, selling an estimated $1.04M and leaving 3,318 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #223.

Waterloo Capital first reported a position in HD in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.39M in Q3 2025. 4,103 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Waterloo Capital held 3,318 shares of Home Depot worth $1.17M as of Q2 2026.
  • Waterloo Capital sold 3,199 Home Depot shares in Q2 2026, an estimated $1.04M.
  • Home Depot made up 0.07% of Waterloo Capital's portfolio in Q2 2026, its #223 holding.
  • Waterloo Capital first reported a position in Home Depot in Q1 2020 and has held it in 15 quarters since.
  • Waterloo Capital's Home Depot position peaked at $3.39M in Q3 2025.
  • 4,103 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.