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Allium Financial Advisors’s Home Depot HD Stock Holding History

Allium Financial 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 		$449K Sell
1,273
-143
-10% -$46.5K 0.29% 50
2026
Q1 		$466K Buy
1,416
+71
+5% +$25.9K 0.37% 39
2025
Q4 		$463K Sell
1,345
-197
-13% -$72.2K 0.37% 39
2025
Q3 		$625K Sell
1,542
-113
-7% -$44.4K 0.52% 32
2025
Q2 		$607K Sell
1,655
-30
-2% -$10.9K 0.53% 31
2025
Q1 		$618K Buy
+1,685
New +$657K 0.56% 31

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

Allium Financial Advisors's HD Position: Q2 2026 in Review

Allium Financial Advisors reduced its Home Depot (HD) stake by 10% in Q2 2026, selling an estimated $46.5K and leaving 1,273 shares worth $449K. The position accounts for 0.29% of the portfolio, ranked #50.

Allium Financial Advisors first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $625K in Q3 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Allium Financial Advisors held 1,273 shares of Home Depot worth $449K as of Q2 2026.
  • Allium Financial Advisors sold 143 Home Depot shares in Q2 2026, an estimated $46.5K.
  • Home Depot made up 0.29% of Allium Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Allium Financial Advisors first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Home Depot position peaked at $625K in Q3 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.