Aptus Capital Advisors’s Home Depot HD Stock Holding History

Aptus Capital 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
2021 Q4	–	Sell	-350,000	Closed	-$115M	–	572
2021 Q3	$115M	Buy	+350,000	New	+$115M	2.96%	9
2021 Q1	–	Sell	-105,000	Closed	-$27.9M	–	533
2020 Q4	$27.9M	Buy	105,000 +42,500	+68%	+$11.7M	1.28%	14
2020 Q3	$17.4M	Buy	+62,500	New	+$16.9M	0.92%	21
2019 Q4	–	Sell	-65,000	Closed	-$15.1M	–	526
2019 Q3	$15.1M	Buy	65,000 +64,375	+10,300%	+$14.1M	0.84%	25
2019 Q2	$603K	Buy	625 +130	+26%	+$25.9K	0.08%	190
2019 Q1	$490K	Buy	+495	New	+$90.8K	0.08%	183

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's HD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Home Depot (HD) stake by 39% in Q2 2026, buying an estimated $7.71M and bringing the position to 85,091 shares worth $30M. The position accounts for 0.21% of the portfolio, ranked #93.

Aptus Capital Advisors first reported a position in HD in Q1 2019 and has held it in 30 quarters since. The position peaked at $40.3M in Q2 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Aptus Capital Advisors held 85,091 shares of Home Depot worth $30M as of Q2 2026.
Aptus Capital Advisors bought 23,688 Home Depot shares in Q2 2026, an estimated $7.71M.
Home Depot made up 0.21% of Aptus Capital Advisors's portfolio in Q2 2026, its #93 holding.
Aptus Capital Advisors first reported a position in Home Depot in Q1 2019 and has held it in 30 quarters since.
Aptus Capital Advisors's Home Depot position peaked at $40.3M in Q2 2025.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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