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Adapt Wealth Advisors’s Home Depot HD Stock Holding History

Adapt 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 		$357K Sell
1,013
-205
-17% -$66.7K 0.12% 66
2026
Q1 		$401K Sell
1,218
-85
-7% -$31K 0.15% 66
2025
Q4 		$448K Sell
1,303
-1
-0.1% -$366 0.15% 63
2025
Q3 		$528K Buy
1,304
+248
+23% +$97.5K 0.2% 62
2025
Q2 		$387K Sell
1,056
-37
-3% -$13.4K 0.17% 46
2025
Q1 		$401K Buy
1,093
+32
+3% +$12.5K 0.2% 43
2024
Q4 		$413K Sell
1,061
-5
-0.5% -$2.04K 0.2% 54
2024
Q3 		$432K Buy
1,066
+161
+18% +$58.7K 0.23% 47
2024
Q2 		$312K Buy
905
+276
+44% +$94.1K 0.2% 52
2024
Q1 		$241K Buy
+629
New +$230K 0.17% 49

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Adapt Wealth Advisors reduced its Home Depot (HD) stake by 17% in Q2 2026, selling an estimated $66.7K and leaving 1,013 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #66.

Adapt Wealth Advisors first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $528K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Adapt Wealth Advisors held 1,013 shares of Home Depot worth $357K as of Q2 2026.
  • Adapt Wealth Advisors sold 205 Home Depot shares in Q2 2026, an estimated $66.7K.
  • Home Depot made up 0.12% of Adapt Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Adapt Wealth Advisors first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Home Depot position peaked at $528K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.