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A4 Wealth Advisors’s Home Depot HD Stock Holding History

A4 Wealth Advisors’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 		$245K Buy
695
+84
+14% +$27.3K 0.16% 76
2026
Q1 		$201K Sell
611
-92
-13% -$33.5K 0.16% 101
2025
Q4 		$242K Sell
703
-121
-15% -$44.3K 0.21% 98
2025
Q3 		$334K Buy
+824
New +$324K 0.28% 96

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

A4 Wealth Advisors's HD Position: Q2 2026 in Review

A4 Wealth Advisors increased its Home Depot (HD) stake by 14% in Q2 2026, buying an estimated $27.3K and bringing the position to 695 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #76.

A4 Wealth Advisors first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 2,595 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • A4 Wealth Advisors held 695 shares of Home Depot worth $245K as of Q2 2026.
  • A4 Wealth Advisors bought 84 Home Depot shares in Q2 2026, an estimated $27.3K.
  • Home Depot made up 0.16% of A4 Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • A4 Wealth Advisors first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Home Depot position peaked at $334K in Q3 2025.
  • 2,595 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.