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Aletheian Wealth Advisors’s Home Depot HD Stock Holding History

Aletheian 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 		$345K Sell
978
-11
-1% -$3.58K 0.15% 78
2026
Q1 		$325K Buy
+989
New +$360K 0.16% 69
2025
Q3 		$462K Buy
1,141
+22
+2% +$8.65K 0.21% 62
2025
Q2 		$410K Hold
1,119
– – 0.2% 64
2025
Q1 		$410K Buy
1,119
+155
+16% +$60.4K 0.23% 63
2024
Q4 		$375K Sell
964
-12
-1% -$4.9K 0.22% 61
2024
Q3 		$395K Buy
976
+13
+1% +$4.74K 0.23% 59
2024
Q2 		$332K Buy
963
+77
+9% +$26.3K 0.17% 70
2024
Q1 		$340K Buy
886
+124
+16% +$45.3K 0.18% 68
2023
Q4 		$264K Sell
762
-107
-12% -$33.1K 0.17% 70
2023
Q3 		$263K Sell
869
-57
-6% -$18.3K 0.2% 69
2023
Q2 		$288K Buy
926
+59
+7% +$17.4K 0.2% 72
2023
Q1 		$256K Buy
867
+105
+14% +$32.2K 0.23% 54
2022
Q4 		$241K Buy
+762
New +$232K 0.21% 73
2022
Q3 		– Sell
-825
Closed -$226K – 52
2022
Q2 		$226K Buy
825
+94
+13% +$27.8K 0.23% 53
2022
Q1 		$219K Buy
731
+148
+25% +$51.3K 0.21% 54
2021
Q4 		$242K Buy
+583
New +$222K 0.24% 45

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

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

Aletheian Wealth Advisors reduced its Home Depot (HD) stake by 1.1% in Q2 2026, selling an estimated $3.58K and leaving 978 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #78.

Aletheian Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 17 quarters since. The position peaked at $462K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Aletheian Wealth Advisors held 978 shares of Home Depot worth $345K as of Q2 2026.
  • Aletheian Wealth Advisors sold 11 Home Depot shares in Q2 2026, an estimated $3.58K.
  • Home Depot made up 0.15% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Aletheian Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 17 quarters since.
  • Aletheian Wealth Advisors's Home Depot position peaked at $462K in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.