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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
2022
Q1 		– Sell
-5,000
Closed -$1.87M – 61
2021
Q4 		$1.87M Buy
+5,000
New +$1.9M 2.02% 12

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

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. 4,108 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.
  • 4,108 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.