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Werba Rubin Papier Wealth Management’s Home Depot HD Stock Holding History

Werba Rubin Papier Wealth Management’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 		$475K Sell
1,347
-406
-23% -$132K 0.06% 161
2026
Q1 		$576K Buy
1,753
+180
+11% +$65.6K 0.08% 127
2025
Q4 		$541K Buy
1,573
+157
+11% +$57.5K 0.15% 104
2025
Q3 		$574K Buy
1,416
+246
+21% +$96.7K 0.09% 113
2025
Q2 		$429K Buy
1,170
+171
+17% +$61.9K 0.08% 126
2025
Q1 		$366K Sell
999
-416
-29% -$162K 0.08% 122
2024
Q4 		$550K Buy
1,415
+19
+1% +$7.76K 0.13% 94
2024
Q3 		$566K Buy
1,396
+201
+17% +$73.3K 0.13% 94
2024
Q2 		$411K Buy
1,195
+117
+11% +$39.9K 0.11% 101
2024
Q1 		$413K Buy
1,078
+195
+22% +$71.2K 0.12% 87
2023
Q4 		$306K Sell
883
-23
-3% -$7.12K 0.1% 83
2023
Q3 		$274K Sell
906
-87
-9% -$28K 0.1% 89
2023
Q2 		$308K Buy
+993
New +$293K 0.11% 84

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

Werba Rubin Papier Wealth Management's HD Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Home Depot (HD) stake by 23% in Q2 2026, selling an estimated $132K and leaving 1,347 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #161.

Werba Rubin Papier Wealth Management first reported a position in HD in Q2 2023 and has held it in 13 quarters since. The position peaked at $576K in Q1 2026. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 1,347 shares of Home Depot worth $475K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 406 Home Depot shares in Q2 2026, an estimated $132K.
  • Home Depot made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Home Depot in Q2 2023 and has held it in 13 quarters since.
  • Werba Rubin Papier Wealth Management's Home Depot position peaked at $576K in Q1 2026.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.