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Wealth Dimensions Group’s Home Depot HD Stock Holding History

Wealth Dimensions Group’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 		$1.05M Sell
2,987
-57
-2% -$18.5K 0.19% 67
2026
Q1 		$1M Buy
3,044
+41
+1% +$14.9K 0.2% 61
2025
Q4 		$1.03M Sell
3,003
-174
-5% -$63.7K 0.21% 63
2025
Q3 		$1.29M Buy
3,177
+26
+0.8% +$10.2K 0.26% 51
2025
Q2 		$1.16M Buy
3,151
+1
+0% +$362 0.25% 51
2025
Q1 		$1.15M Buy
3,150
+287
+10% +$112K 0.28% 50
2024
Q4 		$1.11M Buy
2,863
+529
+23% +$216K 0.27% 50
2024
Q3 		$946K Sell
2,334
-31
-1% -$11.3K 0.24% 49
2024
Q2 		$814K Sell
2,365
-113
-5% -$38.5K 0.23% 52
2024
Q1 		$951K Buy
2,478
+37
+2% +$13.5K 0.28% 46
2023
Q4 		$846K Buy
2,441
+5
+0.2% +$1.55K 0.27% 46
2023
Q3 		$736K Buy
2,436
+78
+3% +$25.1K 0.27% 50
2023
Q2 		$732K Buy
2,358
+43
+2% +$12.7K 0.27% 50
2023
Q1 		$683K Sell
2,315
-811
-26% -$249K 0.26% 52
2022
Q4 		$987K Sell
3,126
-88
-3% -$26.8K 0.4% 41
2022
Q3 		$887K Sell
3,214
-121
-4% -$35.7K 0.44% 35
2022
Q2 		$915K Sell
3,335
-29
-0.9% -$8.56K 0.43% 37
2022
Q1 		$1.01M Buy
3,364
+63
+2% +$21.9K 0.47% 35
2021
Q4 		$1.37M Buy
3,301
+59
+2% +$22.5K 0.67% 25
2021
Q3 		$1.06M Buy
3,242
+517
+19% +$170K 0.68% 27
2021
Q2 		$869K Sell
2,725
-250
-8% -$79.5K 0.59% 32
2021
Q1 		$908K Buy
2,975
+25
+0.8% +$6.89K 0.71% 29
2020
Q4 		$784K Buy
+2,950
New +$811K 0.68% 25

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

Wealth Dimensions Group's HD Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Home Depot (HD) stake by 1.9% in Q2 2026, selling an estimated $18.5K and leaving 2,987 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #67.

Wealth Dimensions Group first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealth Dimensions Group held 2,987 shares of Home Depot worth $1.05M as of Q2 2026.
  • Wealth Dimensions Group sold 57 Home Depot shares in Q2 2026, an estimated $18.5K.
  • Home Depot made up 0.19% of Wealth Dimensions Group's portfolio in Q2 2026, its #67 holding.
  • Wealth Dimensions Group first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Home Depot position peaked at $1.37M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.