Caerus Investment Advisors’s Home Depot HD Stock Holding History

Caerus Investment 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	$859K	Buy	+2,436	New	+$792K	0.29%	64
2025 Q4	–	Sell	-1,361	Closed	-$551K	–	335
2025 Q3	$551K	Buy	+1,361	New	+$535K	0.23%	101
2023 Q2	–	Sell	-3,153	Closed	-$931K	–	40
2023 Q1	$931K	Buy	3,153 +1,000	+46%	+$307K	1.07%	19
2022 Q4	$680K	Sell	2,153 -1,100	-34%	-$335K	1.03%	13
2022 Q3	$898K	Sell	3,253 -2,300	-41%	-$679K	1.13%	18
2022 Q2	$1.52M	Hold	5,553	–	–	1.85%	13
2022 Q1	$1.65M	Buy	5,553 +1,307	+31%	+$453K	2%	13
2021 Q4	$1.76M	Buy	+4,246	New	+$1.62M	1.91%	14

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

Caerus Investment Advisors's HD Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Home Depot (HD) in Q2 2026: 2,436 shares worth $859K. The stake represents 0.29% of the portfolio and ranks #64 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in HD as recently as Q3 2025.

Caerus Investment Advisors first reported a position in HD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2021. 4,092 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Caerus Investment Advisors held 2,436 shares of Home Depot worth $859K as of Q2 2026.
Home Depot was a new Caerus Investment Advisors position in Q2 2026.
Home Depot made up 0.29% of Caerus Investment Advisors's portfolio in Q2 2026, its #64 holding.
Caerus Investment Advisors first reported a position in Home Depot in Q4 2021 and has held it in 8 quarters since.
Caerus Investment Advisors's Home Depot position peaked at $1.76M in Q4 2021.
4,092 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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