Wealth Effects’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Wealth Effects's HD Position: Q1 2026 in Review

Wealth Effects increased its Home Depot (HD) stake by 0.08% in Q1 2026, buying an estimated $729 and bringing the position to 2,518 shares worth $828K. The position accounts for 0.29% of the portfolio, ranked #72.

Wealth Effects first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Wealth Effects held 2,518 shares of Home Depot worth $828K as of Q1 2026.
  • Wealth Effects bought 2 Home Depot shares in Q1 2026, an estimated $729.
  • Home Depot made up 0.29% of Wealth Effects's portfolio in Q1 2026, its #72 holding.
  • Wealth Effects first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Home Depot position peaked at $1.17M in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.