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Wealth Management Partners’s Home Depot HD Stock Holding History

Wealth Management Partners’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 		$2.16M Sell
6,122
-149
-2% -$48.5K 0.51% 45
2026
Q1 		$2.06M Buy
6,271
+227
+4% +$82.7K 0.59% 42
2025
Q4 		$2.08M Sell
6,044
-306
-5% -$112K 0.59% 38
2025
Q3 		$2.57M Sell
6,350
-278
-4% -$109K 0.82% 29
2025
Q2 		$2.44M Buy
6,628
+122
+2% +$44.1K 0.86% 27
2025
Q1 		$2.38M Buy
6,506
+36
+0.6% +$14K 1.1% 25
2024
Q4 		$2.52M Buy
6,470
+75
+1% +$30.6K 1.09% 25
2024
Q3 		$2.59M Sell
6,395
-59
-0.9% -$21.5K 1.2% 23
2024
Q2 		$2.22M Buy
6,454
+42
+0.7% +$14.3K 1.08% 24
2024
Q1 		$2.46M Sell
6,412
-398
-6% -$145K 1.25% 20
2023
Q4 		$2.36M Buy
6,810
+88
+1% +$27.3K 1.32% 21
2023
Q3 		$2.03M Buy
6,722
+279
+4% +$89.7K 1.27% 22
2023
Q2 		$2M Buy
6,443
+123
+2% +$36.3K 1.26% 19
2023
Q1 		$1.87M Buy
6,320
+320
+5% +$98.1K 1.3% 19
2022
Q4 		$2.05M Hold
6,000
– – 1.71% 15
2022
Q3 		$1.79M Hold
6,000
– – 1.57% 18
2022
Q2 		$1.69M Hold
6,000
– – 1.48% 17
2022
Q1 		$1.84M Hold
6,000
– – 1.31% 18
2021
Q4 		$2.53M Sell
6,000
-127
-2% -$48.3K 1.74% 16
2021
Q3 		$2.01M Sell
6,127
-140
-2% -$46K 1.49% 17
2021
Q2 		$2M Sell
6,267
-36
-0.6% -$11.4K 1.39% 19
2021
Q1 		$1.97M Sell
6,303
-19
-0.3% -$5.24K 1.47% 17
2020
Q4 		$1.79M Buy
+6,322
New +$1.74M 1.4% 16

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 Partners's HD Position: Q2 2026 in Review

Wealth Management Partners reduced its Home Depot (HD) stake by 2.4% in Q2 2026, selling an estimated $48.5K and leaving 6,122 shares worth $2.16M. The position accounts for 0.51% of the portfolio, ranked #45.

Wealth Management Partners first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealth Management Partners held 6,122 shares of Home Depot worth $2.16M as of Q2 2026.
  • Wealth Management Partners sold 149 Home Depot shares in Q2 2026, an estimated $48.5K.
  • Home Depot made up 0.51% of Wealth Management Partners's portfolio in Q2 2026, its #45 holding.
  • Wealth Management Partners first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Home Depot position peaked at $2.59M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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