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Wealthcare Capital Partners’s Home Depot HD Stock Holding History

Wealthcare Capital 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 		– Sell
-821
Closed -$270K – 181
2026
Q1 		$270K Buy
821
+22
+3% +$8.02K 0.13% 128
2025
Q4 		$275K Buy
799
+10
+1% +$3.66K 0.13% 120
2025
Q3 		$320K Buy
789
+1
+0.1% +$393 0.15% 112
2025
Q2 		$289K Buy
788
+20
+3% +$7.24K 0.15% 114
2025
Q1 		$281K Buy
768
+42
+6% +$16.4K 0.14% 105
2024
Q4 		$282K Buy
+726
New +$297K 0.15% 99

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Vanguard Portfolio Management
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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

Wealthcare Capital Partners's HD Position: Q2 2026 in Review

Wealthcare Capital Partners sold out of Home Depot (HD) in Q2 2026, closing a stake of 821 shares — an estimated $270K sold.

Wealthcare Capital Partners first reported a position in HD in Q4 2024 and held it in 6 quarters. The position peaked at $320K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealthcare Capital Partners reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Capital Partners sold 821 Home Depot shares in Q2 2026, an estimated $270K.
  • Wealthcare Capital Partners first reported a position in Home Depot in Q4 2024 and held it in 6 quarters.
  • Wealthcare Capital Partners's Home Depot position peaked at $320K in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.