Wheelhouse Advisory Group’s Home Depot HD Stock Holding History

Wheelhouse Advisory 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	$409K	Buy	1,159 +101	+10%	+$32.9K	0.12%	35
2026 Q1	$348K	Sell	1,058 -45	-4%	-$16.4K	0.12%	36
2025 Q4	$382K	Buy	1,103 +46	+4%	+$16.8K	0.15%	34
2025 Q3	$428K	Sell	1,057 -101	-9%	-$39.7K	0.18%	32
2025 Q2	$425K	Sell	1,158 -64	-5%	-$23.2K	0.21%	31
2025 Q1	$448K	Sell	1,222 -77	-6%	-$30K	0.26%	31
2024 Q4	$505K	Sell	1,299 -8	-0.6%	-$3.27K	0.3%	30
2024 Q3	$530K	Sell	1,307 -64	-5%	-$23.3K	0.34%	27
2024 Q2	$460K	Buy	1,371 +649	+90%	+$221K	0.32%	29
2024 Q1	$277K	Hold	722	–	–	0.21%	32
2023 Q4	$250K	Buy	+722	New	+$224K	0.22%	32

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wheelhouse Advisory Group's HD Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Home Depot (HD) stake by 9.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 1,159 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #35.

Wheelhouse Advisory Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $530K in Q3 2024. 2,853 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Wheelhouse Advisory Group held 1,159 shares of Home Depot worth $409K as of Q2 2026.
Wheelhouse Advisory Group bought 101 Home Depot shares in Q2 2026, an estimated $32.9K.
Home Depot made up 0.12% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #35 holding.
Wheelhouse Advisory Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Wheelhouse Advisory Group's Home Depot position peaked at $530K in Q3 2024.
2,853 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.