WWM
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Wiser Wealth Management’s Home Depot HD Stock Holding History

Wiser 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 		$1.56M Sell
4,411
-428
-9% -$139K 0.3% 24
2026
Q1 		$1.59M Buy
4,839
+442
+10% +$161K 0.34% 23
2025
Q4 		$1.51M Sell
4,397
-45
-1% -$16.5K 0.34% 21
2025
Q3 		$1.8M Sell
4,442
-174
-4% -$68.4K 0.41% 21
2025
Q2 		$1.69M Buy
4,616
+88
+2% +$31.8K 0.42% 21
2025
Q1 		$1.66M Buy
4,528
+113
+3% +$44K 0.47% 18
2024
Q4 		$1.72M Buy
4,415
+93
+2% +$38K 0.48% 19
2024
Q3 		$1.75M Sell
4,322
-26
-0.6% -$9.48K 0.5% 20
2024
Q2 		$1.5M Buy
4,348
+58
+1% +$19.8K 0.46% 19
2024
Q1 		$1.65M Buy
4,290
+39
+0.9% +$14.2K 0.54% 14
2023
Q4 		$1.44M Buy
4,251
+5
+0.1% +$1.55K 0.52% 19
2023
Q3 		$1.28M Buy
4,246
+23
+0.5% +$7.4K 0.52% 21
2023
Q2 		$1.31M Sell
4,223
-149
-3% -$44K 0.53% 21
2023
Q1 		$1.29M Sell
4,372
-35
-0.8% -$10.7K 0.55% 21
2022
Q4 		$1.39M Sell
4,407
-51
-1% -$15.5K 0.64% 21
2022
Q3 		$1.23M Sell
4,458
-842
-16% -$249K 0.64% 21
2022
Q2 		$1.45M Buy
5,300
+1,041
+24% +$307K 0.75% 23
2022
Q1 		$1.27M Buy
4,259
+114
+3% +$39.5K 0.59% 21
2021
Q4 		$1.72M Buy
4,145
+786
+23% +$299K 0.84% 17
2021
Q3 		$1.1M Sell
3,359
-25
-0.7% -$8.21K 0.59% 19
2021
Q2 		$1.08M Buy
3,384
+26
+0.8% +$8.27K 0.66% 19
2021
Q1 		$1.02M Buy
3,358
+1
+0% +$276 0.7% 19
2020
Q4 		$892K Buy
+3,357
New +$923K 0.67% 19

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wiser Wealth Management's HD Position: Q2 2026 in Review

Wiser Wealth Management reduced its Home Depot (HD) stake by 8.8% in Q2 2026, selling an estimated $139K and leaving 4,411 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #24.

Wiser Wealth Management first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q3 2025. 868 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wiser Wealth Management held 4,411 shares of Home Depot worth $1.56M as of Q2 2026.
  • Wiser Wealth Management sold 428 Home Depot shares in Q2 2026, an estimated $139K.
  • Home Depot made up 0.3% of Wiser Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Wiser Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Wiser Wealth Management's Home Depot position peaked at $1.8M in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.