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Livermore
Livermore
ZHEN

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Castle Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
873
Value
$307.7K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of HD by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026873$307.7K0.1%+38+4.6%AddedHolders
Q1 2026835$274.7K0.1%00.0%UnchangedHolders
Q4 2025835$287.4K0.1%−1−0.1%ReducedHolders
Q3 2025836$338.7K0.1%−34−3.9%ReducedHolders
Q2 2025870$318.9K0.1%−17−1.9%ReducedHolders
Q1 2025887$325.3K0.1%+53+6.4%AddedHolders
Q4 2024834$324.5K0.1%−11−1.3%ReducedHolders
Q3 2024845$342.4K0.1%+175+26.1%AddedHolders
Q2 2024670$230.7K0.1%+20+3.1%AddedHolders
Q1 2024650$249.3K0.1%00.0%UnchangedHolders
Q4 2023650$225.1K0.1%−98−13.1%ReducedHolders
Q3 2023748$226.1K0.2%−31−4.0%ReducedHolders
Q2 2023779$242.1K0.2%+7+0.9%AddedHolders
Q1 2023772$227.8K0.2%00.0%UnchangedHolders
Q4 2022772$243.8K0.2%−25−3.1%ReducedHolders
Q3 2022797$220.0K0.1%+1+0.1%AddedHolders
Q2 2022796$218.0K0.1%–No prior filingHolders