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WCG Wealth Advisors’s Home Depot HD Stock Holding History

WCG Wealth Advisors’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 		$7.19M Buy
21,849
+738
+3% +$269K 0.2% 116
2025
Q4 		$7.26M Buy
21,111
+10,438
+98% +$3.82M 0.2% 111
2025
Q3 		$4.32M Sell
10,673
-377
-3% -$148K 0.27% 93
2025
Q2 		$4.05M Sell
11,050
-151
-1% -$54.6K 0.26% 99
2025
Q1 		$4.11M Sell
11,201
-599
-5% -$233K 0.31% 90
2024
Q4 		$4.59M Buy
11,800
+262
+2% +$107K 0.3% 94
2024
Q3 		$4.67M Buy
11,538
+330
+3% +$120K 0.32% 92
2024
Q2 		$3.86M Buy
+11,208
New +$3.82M 0.29% 86
2024
Q1 		– Sell
-20,509
Closed -$7.11M – 284
2023
Q4 		$7.11M Buy
20,509
+769
+4% +$238K 0.52% 53
2023
Q3 		$5.96M Buy
+19,740
New +$6.35M 0.44% 62
2022
Q4 		– Sell
-1,525
Closed -$492K – 206
2022
Q3 		$492K Sell
1,525
-187
-11% -$55.2K 0.07% 186
2022
Q2 		$470K Buy
+1,712
New +$505K 0.07% 175

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

WCG Wealth Advisors's HD Position: Q1 2026 in Review

WCG Wealth Advisors increased its Home Depot (HD) stake by 3.5% in Q1 2026, buying an estimated $269K and bringing the position to 21,849 shares worth $7.19M. The position accounts for 0.2% of the portfolio, ranked #116.

WCG Wealth Advisors first reported a position in HD in Q2 2022 and has held it in 12 quarters since. The position peaked at $7.26M in Q4 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • WCG Wealth Advisors held 21,849 shares of Home Depot worth $7.19M as of Q1 2026.
  • WCG Wealth Advisors bought 738 Home Depot shares in Q1 2026, an estimated $269K.
  • Home Depot made up 0.2% of WCG Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • WCG Wealth Advisors first reported a position in Home Depot in Q2 2022 and has held it in 12 quarters since.
  • WCG Wealth Advisors's Home Depot position peaked at $7.26M in Q4 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.