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Wealthspire Advisors (New York)’s Home Depot HD Stock Holding History

Wealthspire Advisors (New York)’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 		$8.94M Sell
27,176
-7,885
-22% -$2.87M 0.07% 122
2025
Q4 		$12.1M Buy
35,061
+12,421
+55% +$4.55M 0.1% 103
2025
Q3 		$9.17M Sell
22,640
-27,048
-54% -$10.6M 0.05% 121
2025
Q2 		$18.2M Buy
49,688
+2,288
+5% +$828K 0.1% 82
2025
Q1 		$17.4M Buy
47,400
+23,683
+100% +$9.23M 0.1% 83
2024
Q4 		$9.23M Buy
23,717
+1,959
+9% +$800K 0.09% 103
2024
Q3 		$8.82M Buy
21,758
+1,335
+7% +$487K 0.09% 113
2024
Q2 		$7.03M Buy
20,423
+520
+3% +$177K 0.09% 96
2024
Q1 		$7.63M Sell
19,903
-1,503
-7% -$549K 0.1% 91
2023
Q4 		$7.42M Buy
21,406
+4,785
+29% +$1.48M 0.11% 89
2023
Q3 		$5.02M Buy
16,621
+3,388
+26% +$1.09M 0.08% 105
2023
Q2 		$4.11M Sell
13,233
-624
-5% -$184K 0.07% 107
2023
Q1 		$4.09M Sell
13,857
-3,435
-20% -$1.05M 0.07% 106
2022
Q4 		$5.46M Buy
17,292
+1,439
+9% +$438K 0.1% 92
2022
Q3 		$4.37M Buy
15,853
+173
+1% +$51.1K 0.09% 99
2022
Q2 		$4.3M Buy
15,680
+4,454
+40% +$1.31M 0.09% 98
2022
Q1 		$3.36M Sell
11,226
-4,338
-28% -$1.5M 0.08% 95
2021
Q4 		$6.46M Sell
15,564
-2,815
-15% -$1.07M 0.14% 70
2021
Q3 		$6.03M Buy
18,379
+11,480
+166% +$3.77M 0.13% 84
2021
Q2 		$2.2M Sell
6,899
-22,390
-76% -$7.12M 0.06% 102
2021
Q1 		$8.94M Buy
29,289
+12,987
+80% +$3.58M 0.21% 59
2020
Q4 		$4.33M Buy
16,302
+6,835
+72% +$1.88M 0.13% 79
2020
Q3 		$2.63M Buy
9,467
+1,244
+15% +$337K 0.16% 68
2020
Q2 		$2.06M Sell
8,223
-13,690
-62% -$3.13M 0.14% 66
2020
Q1 		$4.09M Buy
21,913
+17,431
+389% +$3.83M 0.17% 74
2019
Q4 		$979K Buy
4,482
+1,584
+55% +$359K 0.07% 64
2019
Q3 		$672K Buy
+2,898
New +$633K 0.06% 68
2019
Q1 		– Sell
-1,617
Closed -$278K – 363
2018
Q4 		$278K Buy
+1,617
New +$290K 0.03% 56

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

Wealthspire Advisors (New York)'s HD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Home Depot (HD) stake by 22% in Q1 2026, selling an estimated $2.87M and leaving 27,176 shares worth $8.94M. The position accounts for 0.07% of the portfolio, ranked #122.

Wealthspire Advisors (New York) first reported a position in HD in Q4 2018 and has held it in 28 quarters since. The position peaked at $18.2M in Q2 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Wealthspire Advisors (New York) held 27,176 shares of Home Depot worth $8.94M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 7,885 Home Depot shares in Q1 2026, an estimated $2.87M.
  • Home Depot made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #122 holding.
  • Wealthspire Advisors (New York) first reported a position in Home Depot in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Home Depot position peaked at $18.2M in Q2 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.