AWA
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AmeriServ Wealth Advisors’s Home Depot HD Stock Holding History

AmeriServ 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 		– Sell
-676
Closed -$222K – 57
2026
Q1 		$222K Buy
676
+81
+14% +$29.5K 0.14% 55
2025
Q4 		$205K Sell
595
-13
-2% -$4.76K 0.12% 58
2025
Q3 		$246K Sell
608
-7
-1% -$2.75K 0.12% 54
2025
Q2 		$225K Sell
615
-15
-2% -$5.43K 0.11% 52
2025
Q1 		$231K Sell
630
-319
-34% -$124K 0.13% 55
2024
Q4 		$369K Buy
+949
New +$388K 0.2% 46
2022
Q3 		– Sell
-2,561
Closed -$702K – 50
2022
Q2 		$702K Sell
2,561
-350
-12% -$103K 1.65% 21
2022
Q1 		$871K Buy
2,911
+187
+7% +$64.9K 0.64% 29
2021
Q4 		$1.13M Buy
2,724
+25
+0.9% +$9.52K 0.78% 21
2021
Q3 		$886K Sell
2,699
-142
-5% -$46.6K 0.68% 28
2021
Q2 		$906K Sell
2,841
-392
-12% -$125K 0.71% 32
2021
Q1 		$987K Buy
3,233
+654
+25% +$180K 0.85% 25
2020
Q4 		$685K Buy
+2,579
New +$709K 0.67% 30
2019
Q3 		$325K Buy
+1,399
New +$306K 0.44% 43
2015
Q3 		– Sell
-1,000
Closed -$111K – 99
2015
Q2 		$111K Buy
+1,000
New +$112K 0.13% 90
2014
Q2 		– Sell
-3,386
Closed -$268K – 126
2014
Q1 		$268K Sell
3,386
-3,600
-52% -$286K 0.27% 99
2013
Q4 		$575K Buy
6,986
+2
+0% +$156 0.34% 89
2013
Q3 		$530K Buy
6,984
+1
+0% +$77 0.34% 91
2013
Q2 		$541K Buy
+6,983
New +$525K 0.35% 83

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

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

AmeriServ Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 676 shares — an estimated $222K sold.

AmeriServ Wealth Advisors first reported a position in HD in Q2 2013 and held it in 19 quarters. The position peaked at $1.13M in Q4 2021. 4,105 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • AmeriServ Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 676 Home Depot shares in Q2 2026, an estimated $222K.
  • AmeriServ Wealth Advisors first reported a position in Home Depot in Q2 2013 and held it in 19 quarters.
  • AmeriServ Wealth Advisors's Home Depot position peaked at $1.13M in Q4 2021.
  • 4,105 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.