XWM
HD icon

Xcel Wealth Management’s Home Depot HD Stock Holding History

Xcel 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 		$12.8M Buy
36,233
+1,629
+5% +$530K 3.05% 7
2026
Q1 		$11.4M Sell
34,604
-37
-0.1% -$13.5K 3.15% 8
2025
Q4 		$11.9M Buy
34,641
+1,463
+4% +$536K 3.03% 9
2025
Q3 		$13.4M Buy
33,178
+123
+0.4% +$48.4K 3.49% 6
2025
Q2 		$12.1M Buy
33,055
+1,635
+5% +$592K 3.45% 6
2025
Q1 		$11.5M Buy
31,420
+2,236
+8% +$871K 3.59% 6
2024
Q4 		$11.4M Buy
29,184
+2,510
+9% +$1.03M 3.15% 8
2024
Q3 		$10.8M Sell
26,674
-35
-0.1% -$12.8K 3.16% 9
2024
Q2 		$9.19M Buy
26,709
+934
+4% +$319K 2.88% 9
2024
Q1 		$9.89M Sell
25,775
-239
-0.9% -$87.3K 3.09% 6
2023
Q4 		$9.02M Sell
26,014
-626
-2% -$194K 3.16% 8
2023
Q3 		$8.05M Sell
26,640
-198
-0.7% -$63.7K 3.18% 8
2023
Q2 		$8.34M Buy
26,838
+4,508
+20% +$1.33M 2.63% 11
2023
Q1 		$6.59M Buy
22,330
+1,706
+8% +$523K 2.32% 14
2022
Q4 		$6.51M Buy
20,624
+255
+1% +$77.7K 2.57% 14
2022
Q3 		$5.62M Buy
20,369
+1,490
+8% +$440K 2.09% 15
2022
Q2 		$5.18M Buy
18,879
+7,571
+67% +$2.24M 1.89% 17
2022
Q1 		$3.38M Sell
11,308
-540
-5% -$187K 0.93% 30
2021
Q4 		$4.92M Sell
11,848
-213
-2% -$81.1K 1.26% 25
2021
Q3 		$3.96M Hold
12,061
– – 1.15% 28
2021
Q2 		$3.85M Hold
12,061
– – 1.16% 27
2021
Q1 		$3.68M Sell
12,061
-75
-0.6% -$20.7K 1.31% 26
2020
Q4 		$3.22M Hold
12,136
– – 1.39% 23
2020
Q3 		$3.37M Sell
12,136
-1,150
-9% -$312K 1.73% 19
2020
Q2 		$3.33M Buy
13,286
+744
+6% +$170K 2.06% 15
2020
Q1 		$2.34M Buy
12,542
+3,270
+35% +$718K 2.11% 17
2019
Q4 		$2.02M Buy
9,272
+5,040
+119% +$1.14M 1.68% 21
2019
Q3 		$981K Sell
4,232
-562
-12% -$123K 0.91% 30
2019
Q2 		$997K Buy
4,794
+800
+20% +$160K 0.98% 33
2019
Q1 		$766K Buy
+3,994
New +$733K 0.79% 37

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Xcel Wealth Management increased its Home Depot (HD) stake by 4.7% in Q2 2026, buying an estimated $530K and bringing the position to 36,233 shares worth $12.8M. The position accounts for 3.05% of the portfolio, ranked #7.

Xcel Wealth Management first reported a position in HD in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.4M in Q3 2025. 1,827 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Xcel Wealth Management held 36,233 shares of Home Depot worth $12.8M as of Q2 2026.
  • Xcel Wealth Management bought 1,629 Home Depot shares in Q2 2026, an estimated $530K.
  • Home Depot made up 3.05% of Xcel Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Xcel Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 30 quarters since.
  • Xcel Wealth Management's Home Depot position peaked at $13.4M in Q3 2025.
  • 1,827 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.