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Bellwether Advisors’s Home Depot HD Stock Holding History

Bellwether 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
-988
Closed -$325K – 186
2026
Q1 		$325K Hold
988
– – 0.06% 127
2025
Q4 		$340K Hold
988
– – 0.05% 103
2025
Q3 		$400K Buy
988
+12
+1% +$4.72K 0.07% 104
2025
Q2 		$358K Sell
976
-141
-13% -$51K 0.06% 94
2025
Q1 		$409K Sell
1,117
-50
-4% -$19.5K 0.09% 90
2024
Q4 		$454K Buy
1,167
+50
+4% +$20.4K 0.08% 93
2024
Q3 		$453K Buy
1,117
+2
+0.2% +$729 0.09% 89
2024
Q2 		$384K Sell
1,115
-7,055
-86% -$2.41M 0.08% 93
2024
Q1 		$3.13M Buy
8,170
+1,759
+27% +$643K 0.69% 37
2023
Q4 		$2.22M Buy
6,411
+554
+9% +$172K 0.55% 45
2023
Q3 		$1.77M Buy
+5,857
New +$1.88M 0.48% 43
2023
Q2 		– Sell
-8
Closed -$2.36K – 242
2023
Q1 		$2.36K Sell
8
-29
-78% -$8.89K ﹤0.01% 336
2022
Q4 		$11.7K Sell
37
-90
-71% -$27.4K ﹤0.01% 262
2022
Q3 		$35K Buy
127
+54
+74% +$15.9K 0.01% 186
2022
Q2 		$20K Sell
73
-19
-21% -$5.61K 0.01% 215
2022
Q1 		$27K Buy
92
+12
+15% +$4.16K 0.01% 233
2021
Q4 		$33K Hold
80
– – 0.01% 233
2021
Q3 		$26K Buy
80
+16
+25% +$5.25K 0.01% 229
2021
Q2 		$20K Hold
64
– – 0.01% 221
2021
Q1 		$19K Buy
64
+56
+700% +$15.4K 0.01% 205
2020
Q4 		$2K Buy
+8
New +$2.2K ﹤0.01% 300

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

Bellwether Advisors's HD Position: Q2 2026 in Review

Bellwether Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 988 shares — an estimated $325K sold.

Bellwether Advisors first reported a position in HD in Q4 2020 and held it in 21 quarters. The position peaked at $3.13M in Q1 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bellwether Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Bellwether Advisors sold 988 Home Depot shares in Q2 2026, an estimated $325K.
  • Bellwether Advisors first reported a position in Home Depot in Q4 2020 and held it in 21 quarters.
  • Bellwether Advisors's Home Depot position peaked at $3.13M in Q1 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.