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Wealth Management Associates’s Home Depot HD Stock Holding History

Wealth Management Associates’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 		$762K Sell
2,160
-18
-0.8% -$5.86K 0.21% 83
2026
Q1 		$716K Sell
2,178
-6
-0.3% -$2.19K 0.25% 83
2025
Q4 		$751K Sell
2,184
-62
-3% -$22.7K 0.26% 73
2025
Q3 		$910K Sell
2,246
-121
-5% -$47.6K 0.32% 62
2025
Q2 		$868K Hold
2,367
– – 0.34% 61
2025
Q1 		$867K Sell
2,367
-21
-0.9% -$8.18K 0.37% 58
2024
Q4 		$929K Sell
2,388
-15
-0.6% -$6.13K 0.4% 55
2024
Q3 		$973K Sell
2,403
-70
-3% -$25.5K 0.43% 52
2024
Q2 		$851K Hold
2,473
– – 0.4% 56
2024
Q1 		$851K Sell
2,473
-157
-6% -$57.4K 0.4% 56
2023
Q4 		$912K Sell
2,630
-12
-0.5% -$3.72K 0.48% 51
2023
Q3 		$798K Buy
2,642
+118
+5% +$37.9K 0.47% 52
2023
Q2 		$784K Sell
2,524
-48
-2% -$14.2K 0.44% 53
2023
Q1 		$759K Hold
2,572
– – 0.47% 51
2022
Q4 		$812K Buy
2,572
+701
+37% +$214K 0.54% 46
2022
Q3 		$516K Sell
1,871
-67
-3% -$19.8K 0.36% 72
2022
Q2 		$532K Buy
1,938
+119
+7% +$35.1K 0.36% 66
2022
Q1 		$544K Buy
1,819
+100
+6% +$34.7K 0.31% 83
2021
Q4 		$713K Buy
1,719
+92
+6% +$35K 0.38% 67
2021
Q3 		$534K Hold
1,627
– – 0.31% 81
2021
Q2 		$519K Buy
1,627
+810
+99% +$258K 0.29% 87
2021
Q1 		$249K Sell
817
-76
-9% -$20.9K 0.16% 151
2020
Q4 		$237K Sell
893
-1,956
-69% -$538K 0.16% 152
2020
Q3 		$791K Buy
2,849
+10
+0.4% +$2.71K 0.61% 38
2020
Q2 		$711K Buy
2,839
+214
+8% +$49K 0.6% 44
2020
Q1 		$490K Buy
2,625
+40
+2% +$8.78K 0.5% 51
2019
Q4 		$565K Buy
2,585
+262
+11% +$59.3K 0.4% 62
2019
Q3 		$539K Hold
2,323
– – 0.43% 56
2019
Q2 		$483K Buy
2,323
+328
+16% +$65.4K 0.48% 47
2019
Q1 		$383K Buy
1,995
+187
+10% +$34.3K 0.42% 59
2018
Q4 		$311K Buy
+1,808
New +$324K 0.42% 56

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 Management Associates's HD Position: Q2 2026 in Review

Wealth Management Associates reduced its Home Depot (HD) stake by 0.83% in Q2 2026, selling an estimated $5.86K and leaving 2,160 shares worth $762K. The position accounts for 0.21% of the portfolio, ranked #83.

Wealth Management Associates first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $973K in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealth Management Associates held 2,160 shares of Home Depot worth $762K as of Q2 2026.
  • Wealth Management Associates sold 18 Home Depot shares in Q2 2026, an estimated $5.86K.
  • Home Depot made up 0.21% of Wealth Management Associates's portfolio in Q2 2026, its #83 holding.
  • Wealth Management Associates first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Home Depot position peaked at $973K in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.