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Wealthquest’s Home Depot HD Stock Holding History

Wealthquest’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 		$836K Buy
2,370
+244
+11% +$79.4K 0.05% 72
2026
Q1 		$699K Buy
2,126
+170
+9% +$62K 0.05% 72
2025
Q4 		$673K Buy
+1,956
New +$716K 0.05% 74
2025
Q3 		– Sell
-1,903
Closed -$698K – 72
2025
Q2 		$698K Buy
1,903
+70
+4% +$25.3K 0.06% 65
2025
Q1 		$672K Sell
1,833
-47
-3% -$18.3K 0.06% 64
2024
Q4 		$731K Sell
1,880
-39
-2% -$15.9K 0.06% 61
2024
Q3 		$785K Sell
1,919
-24
-1% -$8.75K 0.07% 60
2024
Q2 		$669K Sell
1,943
-7
-0.4% -$2.39K 0.07% 63
2024
Q1 		$748K Buy
1,950
+18
+0.9% +$6.58K 0.08% 59
2023
Q4 		$670K Sell
1,932
-7
-0.4% -$2.17K 0.07% 68
2023
Q3 		$586K Buy
1,939
+16
+0.8% +$5.15K 0.07% 68
2023
Q2 		$597K Buy
1,923
+1
+0.1% +$295 0.07% 68
2023
Q1 		$567K Sell
1,922
-162
-8% -$49.7K 0.07% 69
2022
Q4 		$658K Sell
2,084
-14
-0.7% -$4.26K 0.08% 67
2022
Q3 		$579K Buy
2,098
+258
+14% +$76.2K 0.08% 69
2022
Q2 		$504K Buy
1,840
+127
+7% +$37.5K 0.08% 73
2022
Q1 		$710K Hold
1,713
– – 0.11% 66
2021
Q4 		$710K Sell
1,713
-209
-11% -$79.6K 0.11% 66
2021
Q3 		$630K Sell
1,922
-72
-4% -$23.6K 0.11% 65
2021
Q2 		$635K Buy
1,994
+67
+3% +$21.3K 0.11% 68
2021
Q1 		$588K Buy
1,927
+14
+0.7% +$3.86K 0.11% 70
2020
Q4 		$508K Buy
1,913
+228
+14% +$62.7K 0.11% 74
2020
Q3 		$467K Sell
1,685
-41
-2% -$11.1K 0.12% 68
2020
Q2 		$432K Buy
+1,726
New +$395K 0.11% 69
2019
Q4 		$377K Buy
1,728
+38
+2% +$8.61K 0.11% 89
2019
Q3 		$392K Buy
1,690
+24
+1% +$5.25K 0.13% 88
2019
Q2 		$346K Sell
1,666
-163
-9% -$32.5K 0.13% 91
2019
Q1 		$350K Buy
1,829
+47
+3% +$8.62K 0.13% 87
2018
Q4 		$306K Buy
+1,782
New +$320K 0.13% 95

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealthquest's HD Position: Q2 2026 in Review

Wealthquest increased its Home Depot (HD) stake by 11% in Q2 2026, buying an estimated $79.4K and bringing the position to 2,370 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #72.

Wealthquest first reported a position in HD in Q4 2018 and has held it in 29 quarters since. 1,537 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealthquest held 2,370 shares of Home Depot worth $836K as of Q2 2026.
  • Wealthquest bought 244 Home Depot shares in Q2 2026, an estimated $79.4K.
  • Home Depot made up 0.05% of Wealthquest's portfolio in Q2 2026, its #72 holding.
  • Wealthquest first reported a position in Home Depot in Q4 2018 and has held it in 29 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.