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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waterloo Capital's HD Position: Q1 2026 in Review

Waterloo Capital reduced its Home Depot (HD) stake by 15% in Q1 2026, selling an estimated $410K and leaving 6,517 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #136.

Waterloo Capital first reported a position in HD in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.39M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Waterloo Capital held 6,517 shares of Home Depot worth $2.14M as of Q1 2026.
Waterloo Capital sold 1,124 Home Depot shares in Q1 2026, an estimated $410K.
Home Depot made up 0.15% of Waterloo Capital's portfolio in Q1 2026, its #136 holding.
Waterloo Capital first reported a position in Home Depot in Q1 2020 and has held it in 14 quarters since.
Waterloo Capital's Home Depot position peaked at $3.39M in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.