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Breakthru Advisory Services’s Home Depot HD Stock Holding History

Breakthru 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
2026
Q2 		– Sell
-1,058
Closed -$348K – 31
2026
Q1 		$348K Sell
1,058
-343
-24% -$125K 0.56% 39
2025
Q4 		$482K Sell
1,401
-11
-0.8% -$4.03K 0.31% 35
2025
Q3 		$572K Buy
+1,412
New +$555K 0.38% 31
2025
Q1 		– Sell
-1,361
Closed -$529K – 26
2024
Q4 		$529K Buy
+1,361
New +$556K 0.48% 26

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

Breakthru Advisory Services's HD Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Home Depot (HD) in Q2 2026, closing a stake of 1,058 shares — an estimated $348K sold.

Breakthru Advisory Services first reported a position in HD in Q4 2024 and held it in 4 quarters. The position peaked at $572K in Q3 2025. 4,099 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 1,058 Home Depot shares in Q2 2026, an estimated $348K.
  • Breakthru Advisory Services first reported a position in Home Depot in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's Home Depot position peaked at $572K in Q3 2025.
  • 4,099 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.