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Archvest Wealth Advisors’s Home Depot HD Stock Holding History

Archvest 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 		$497K Buy
1,410
+209
+17% +$68K 0.29% 41
2026
Q1 		$395K Buy
1,201
+19
+2% +$6.92K 0.25% 46
2025
Q4 		$407K Buy
1,182
+432
+58% +$158K 0.26% 43
2025
Q3 		$304K Sell
750
-411
-35% -$162K 0.27% 47
2025
Q2 		$426K Buy
1,161
+14
+1% +$5.07K 0.37% 42
2025
Q1 		$420K Buy
1,147
+248
+28% +$96.7K 0.35% 46
2024
Q4 		$350K Buy
899
+20
+2% +$8.17K 0.25% 48
2024
Q3 		$356K Sell
879
-38
-4% -$13.9K 0.23% 49
2024
Q2 		$308K Buy
+917
New +$313K 0.2% 50
2023
Q4 		– Sell
-857
Closed -$259K – 56
2023
Q3 		$259K Buy
857
+2
+0.2% +$643 0.21% 41
2023
Q2 		$266K Buy
855
+12
+1% +$3.54K 0.22% 40
2023
Q1 		$249K Buy
843
+87
+12% +$26.7K 0.22% 41
2022
Q4 		$239K Sell
756
-29
-4% -$8.83K 0.24% 34
2022
Q3 		$217K Buy
+785
New +$232K 0.22% 41

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

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

Archvest Wealth Advisors increased its Home Depot (HD) stake by 17% in Q2 2026, buying an estimated $68K and bringing the position to 1,410 shares worth $497K. The position accounts for 0.29% of the portfolio, ranked #41.

Archvest Wealth Advisors first reported a position in HD in Q3 2022 and has held it in 14 quarters since. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Archvest Wealth Advisors held 1,410 shares of Home Depot worth $497K as of Q2 2026.
  • Archvest Wealth Advisors bought 209 Home Depot shares in Q2 2026, an estimated $68K.
  • Home Depot made up 0.29% of Archvest Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Archvest Wealth Advisors first reported a position in Home Depot in Q3 2022 and has held it in 14 quarters since.
  • 4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.