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West Wealth Group’s Home Depot HD Stock Holding History

West Wealth Group’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 		$679K Buy
1,925
+43
+2% +$14K 0.11% 66
2026
Q1 		$619K Buy
1,882
+27
+1% +$9.84K 0.12% 64
2025
Q4 		$638K Sell
1,855
-106
-5% -$38.8K 0.13% 55
2025
Q3 		$762K Buy
1,961
+218
+13% +$85.7K 0.17% 43
2025
Q2 		$675K Buy
1,743
+63
+4% +$22.8K 0.17% 45
2025
Q1 		$614K Buy
1,680
+88
+6% +$34.3K 0.18% 41
2024
Q4 		$619K Buy
1,592
+58
+4% +$23.7K 0.18% 41
2024
Q3 		$622K Buy
1,534
+8
+0.5% +$2.92K 0.2% 38
2024
Q2 		$526K Sell
1,526
-293
-16% -$99.9K 0.19% 45
2024
Q1 		$698K Buy
1,819
+281
+18% +$103K 0.26% 40
2023
Q4 		$533K Buy
1,538
+21
+1% +$6.5K 0.21% 42
2023
Q3 		$458K Buy
1,517
+109
+8% +$35.1K 0.2% 45
2023
Q2 		$437K Buy
1,408
+12
+0.9% +$3.54K 0.19% 40
2023
Q1 		$412K Buy
1,396
+18
+1% +$5.52K 0.19% 38
2022
Q4 		$435K Buy
1,378
+6
+0.4% +$1.83K 0.22% 39
2022
Q3 		$378K Buy
1,372
+7
+0.5% +$2.07K 0.19% 40
2022
Q2 		$374K Sell
1,365
-42
-3% -$12.4K 0.17% 40
2022
Q1 		$421K Buy
1,407
+78
+6% +$27.1K 0.17% 39
2021
Q4 		$551K Buy
+1,329
New +$506K 0.21% 31

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

West Wealth Group's HD Position: Q2 2026 in Review

West Wealth Group increased its Home Depot (HD) stake by 2.3% in Q2 2026, buying an estimated $14K and bringing the position to 1,925 shares worth $679K. The position accounts for 0.11% of the portfolio, ranked #66.

West Wealth Group first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $762K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • West Wealth Group held 1,925 shares of Home Depot worth $679K as of Q2 2026.
  • West Wealth Group bought 43 Home Depot shares in Q2 2026, an estimated $14K.
  • Home Depot made up 0.11% of West Wealth Group's portfolio in Q2 2026, its #66 holding.
  • West Wealth Group first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's Home Depot position peaked at $762K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.