WE
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Wealth Effects’s Home Depot HD Stock Holding History

Wealth Effects’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 		$990K Buy
2,808
+290
+12% +$94.3K 0.27% 75
2026
Q1 		$828K Buy
2,518
+2
+0.1% +$729 0.29% 72
2025
Q4 		$866K Buy
2,516
+1
+0% +$366 0.27% 65
2025
Q3 		$1.02M Buy
2,515
+2
+0.1% +$786 0.33% 60
2025
Q2 		$921K Buy
2,513
+7
+0.3% +$2.53K 0.34% 58
2025
Q1 		$919K Sell
2,506
-25
-1% -$9.74K 0.39% 58
2024
Q4 		$984K Buy
2,531
+78
+3% +$31.9K 0.35% 59
2024
Q3 		$994K Sell
2,453
-42
-2% -$15.3K 0.35% 59
2024
Q2 		$859K Sell
2,495
-101
-4% -$34.5K 0.31% 67
2024
Q1 		$996K Sell
2,596
-308
-11% -$113K 0.37% 57
2023
Q4 		$1.01M Buy
2,904
+241
+9% +$74.6K 0.38% 61
2023
Q3 		$805K Sell
2,663
-58
-2% -$18.7K 0.4% 57
2023
Q2 		$845K Buy
2,721
+2
+0.1% +$591 0.37% 57
2023
Q1 		$803K Sell
2,719
-148
-5% -$45.4K 0.41% 55
2022
Q4 		$906K Buy
2,867
+253
+10% +$77.1K 0.52% 47
2022
Q3 		$721K Sell
2,614
-66
-2% -$19.5K 0.44% 53
2022
Q2 		$735K Sell
2,680
-805
-23% -$238K 0.44% 56
2022
Q1 		$1.04M Buy
3,485
+668
+24% +$232K 0.49% 49
2021
Q4 		$1.17M Buy
+2,817
New +$1.07M 0.49% 50

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 Effects's HD Position: Q2 2026 in Review

Wealth Effects increased its Home Depot (HD) stake by 12% in Q2 2026, buying an estimated $94.3K and bringing the position to 2,808 shares worth $990K. The position accounts for 0.27% of the portfolio, ranked #75.

Wealth Effects first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealth Effects held 2,808 shares of Home Depot worth $990K as of Q2 2026.
  • Wealth Effects bought 290 Home Depot shares in Q2 2026, an estimated $94.3K.
  • Home Depot made up 0.27% of Wealth Effects's portfolio in Q2 2026, its #75 holding.
  • Wealth Effects first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Home Depot position peaked at $1.17M in Q4 2021.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.