WP
HD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspan Partners's HD Position: Q1 2026 in Review

Wealthspan Partners reduced its Home Depot (HD) stake by 1.2% in Q1 2026, selling an estimated $7.29K and leaving 1,611 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #75.

Wealthspan Partners first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $840K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Wealthspan Partners held 1,611 shares of Home Depot worth $530K as of Q1 2026.
  • Wealthspan Partners sold 20 Home Depot shares in Q1 2026, an estimated $7.29K.
  • Home Depot made up 0.19% of Wealthspan Partners's portfolio in Q1 2026, its #75 holding.
  • Wealthspan Partners first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Home Depot position peaked at $840K in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.