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Wealthspan Partners’s Home Depot HD Stock Holding History

Wealthspan 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 		$572K Buy
1,622
+11
+0.7% +$3.58K 0.18% 77
2026
Q1 		$530K Sell
1,611
-20
-1% -$7.29K 0.19% 75
2025
Q4 		$561K Buy
1,631
+40
+3% +$14.7K 0.2% 73
2025
Q3 		$645K Sell
1,591
-83
-5% -$32.6K 0.25% 60
2025
Q2 		$614K Sell
1,674
-26
-2% -$9.41K 0.25% 59
2025
Q1 		$623K Hold
1,700
– – 0.29% 56
2024
Q4 		$661K Sell
1,700
-372
-18% -$152K 0.32% 54
2024
Q3 		$840K Sell
2,072
-11
-0.5% -$4.01K 0.41% 44
2024
Q2 		$717K Sell
2,083
-24
-1% -$8.19K 0.4% 45
2024
Q1 		$808K Buy
2,107
+190
+10% +$69.4K 0.48% 37
2023
Q4 		$664K Sell
1,917
-10
-0.5% -$3.1K 0.47% 35
2023
Q3 		$582K Hold
1,927
– – 0.46% 36
2023
Q2 		$599K Sell
1,927
-17
-0.9% -$5.02K 0.47% 36
2023
Q1 		$574K Sell
1,944
-31
-2% -$9.5K 0.49% 38
2022
Q4 		$624K Sell
1,975
-421
-18% -$128K 0.57% 35
2022
Q3 		$661K Buy
2,396
+1,400
+141% +$413K 0.68% 32
2022
Q2 		$273K Sell
996
-328
-25% -$96.8K 0.28% 59
2022
Q1 		$396K Sell
1,324
-61
-4% -$21.2K 0.36% 47
2021
Q4 		$575K Buy
+1,385
New +$527K 0.51% 37

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

Wealthspan Partners's HD Position: Q2 2026 in Review

Wealthspan Partners increased its Home Depot (HD) stake by 0.68% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,622 shares worth $572K. The position accounts for 0.18% of the portfolio, ranked #77.

Wealthspan Partners first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $840K in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wealthspan Partners held 1,622 shares of Home Depot worth $572K as of Q2 2026.
  • Wealthspan Partners bought 11 Home Depot shares in Q2 2026, an estimated $3.58K.
  • Home Depot made up 0.18% of Wealthspan Partners's portfolio in Q2 2026, its #77 holding.
  • Wealthspan Partners first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Home Depot position peaked at $840K in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.