AAS
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Avantax Advisory Services’s Home Depot HD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$36.1M Sell
98,439
-5,065
-5% -$1.83M 0.2% 80
2025
Q1 		$37.9M Buy
103,504
+3,452
+3% +$1.35M 0.23% 65
2024
Q4 		$38.9M Buy
100,052
+2,199
+2% +$898K 0.24% 59
2024
Q3 		$39.7M Sell
97,853
-736
-0.7% -$268K 0.26% 54
2024
Q2 		$33.9M Buy
98,589
+38,690
+65% +$13.2M 0.24% 58
2024
Q1 		$23M Buy
59,899
+395
+0.7% +$144K 0.2% 78
2023
Q4 		$20.6M Buy
59,504
+439
+0.7% +$136K 0.2% 77
2023
Q3 		$17.8M Buy
59,065
+946
+2% +$304K 0.2% 80
2023
Q2 		$18.1M Buy
58,119
+1,346
+2% +$398K 0.21% 85
2023
Q1 		$16.8M Buy
56,773
+2,958
+5% +$907K 0.21% 82
2022
Q4 		$17M Buy
53,815
+8,074
+18% +$2.46M 0.23% 71
2022
Q3 		$12.6M Sell
45,741
-2,482
-5% -$733K 0.19% 84
2022
Q2 		$13.2M Sell
48,223
-1,170
-2% -$345K 0.2% 82
2022
Q1 		$14.8M Buy
49,393
+2,242
+5% +$778K 0.2% 76
2021
Q4 		$19.6M Buy
47,151
+4,462
+10% +$1.7M 0.29% 53
2021
Q3 		$14M Buy
42,689
+2,366
+6% +$777K 0.23% 66
2021
Q2 		$12.9M Buy
40,323
+86
+0.2% +$27.4K 0.23% 69
2021
Q1 		$12.3M Buy
40,237
+3,462
+9% +$954K 0.26% 63
2020
Q4 		$9.78M Sell
36,775
-44,778
-55% -$12.3M 0.23% 72
2020
Q3 		$22.7M Buy
81,553
+46,766
+134% +$12.7M 0.36% 48
2020
Q2 		$8.73M Buy
34,787
+3,764
+12% +$862K 0.25% 69
2020
Q1 		$5.79M Buy
31,023
+2,256
+8% +$495K 0.17% 91
2019
Q4 		$6.29M Buy
28,767
+7,389
+35% +$1.67M 0.15% 91
2019
Q3 		$4.96M Buy
21,378
+1,176
+6% +$257K 0.2% 63
2019
Q2 		$4.2M Buy
20,202
+2,770
+16% +$553K 0.19% 68
2019
Q1 		$3.35M Buy
17,432
+1,797
+11% +$330K 0.18% 72
2018
Q4 		$2.69M Buy
+15,635
New +$2.8M 0.45% 55

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's HD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Home Depot (HD) stake by 4.9% in Q2 2025, selling an estimated $1.83M and leaving 98,439 shares worth $36.1M. The position accounts for 0.2% of the portfolio, ranked #80.

Avantax Advisory Services first reported a position in HD in Q4 2018 and has held it in 27 quarters since. The position peaked at $39.7M in Q3 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Avantax Advisory Services held 98,439 shares of Home Depot worth $36.1M as of Q2 2025.
  • Avantax Advisory Services sold 5,065 Home Depot shares in Q2 2025, an estimated $1.83M.
  • Home Depot made up 0.2% of Avantax Advisory Services's portfolio in Q2 2025, its #80 holding.
  • Avantax Advisory Services first reported a position in Home Depot in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Home Depot position peaked at $39.7M in Q3 2024.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.