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WealthPoint Financial’s Home Depot HD Stock Holding History

WealthPoint Financial’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 		$427K Sell
1,212
-36
-3% -$11.7K 0.31% 75
2026
Q1 		$410K Sell
1,248
-59
-5% -$21.5K 0.34% 75
2025
Q4 		$450K Buy
+1,307
New +$479K 0.39% 61

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

WealthPoint Financial's HD Position: Q2 2026 in Review

WealthPoint Financial reduced its Home Depot (HD) stake by 2.9% in Q2 2026, selling an estimated $11.7K and leaving 1,212 shares worth $427K. The position accounts for 0.31% of the portfolio, ranked #75.

WealthPoint Financial first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q4 2025. 4,093 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • WealthPoint Financial held 1,212 shares of Home Depot worth $427K as of Q2 2026.
  • WealthPoint Financial sold 36 Home Depot shares in Q2 2026, an estimated $11.7K.
  • Home Depot made up 0.31% of WealthPoint Financial's portfolio in Q2 2026, its #75 holding.
  • WealthPoint Financial first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's Home Depot position peaked at $450K in Q4 2025.
  • 4,093 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.