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Capital Advisors Wealth Management’s Home Depot HD Stock Holding History

Capital Advisors Wealth Management’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 		$207K Sell
586
-31
-5% -$10.1K 0.02% 226
2026
Q1 		$203K Sell
617
-101
-14% -$36.8K 0.03% 211
2025
Q4 		$247K Sell
718
-181
-20% -$66.3K 0.03% 195
2025
Q3 		$364K Sell
899
-314
-26% -$123K 0.05% 148
2025
Q2 		$445K Sell
1,213
-107
-8% -$38.7K 0.07% 122
2025
Q1 		$484K Buy
1,320
+69
+6% +$26.9K 0.09% 106
2024
Q4 		$487K Buy
1,251
+160
+15% +$65.4K 0.09% 94
2024
Q3 		$442K Buy
1,091
+5
+0.5% +$1.82K 0.08% 100
2024
Q2 		$374K Buy
1,086
+1
+0.1% +$341 0.07% 103
2024
Q1 		$416K Buy
1,085
+5
+0.5% +$1.83K 0.09% 97
2023
Q4 		$374K Buy
1,080
+26
+2% +$8.05K 0.09% 95
2023
Q3 		$319K Sell
1,054
-32
-3% -$10.3K 0.08% 98
2023
Q2 		$337K Buy
1,086
+87
+9% +$25.7K 0.09% 93
2023
Q1 		$295K Buy
999
+22
+2% +$6.75K 0.08% 102
2022
Q4 		$309K Buy
977
+5
+0.5% +$1.52K 0.09% 95
2022
Q3 		$268K Buy
972
+6
+0.6% +$1.77K 0.09% 93
2022
Q2 		$265K Sell
966
-120
-11% -$35.4K 0.09% 94
2022
Q1 		$325K Sell
1,086
-37
-3% -$12.8K 0.1% 88
2021
Q4 		$466K Buy
+1,123
New +$428K 0.14% 70

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

Capital Advisors Wealth Management's HD Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Home Depot (HD) stake by 5% in Q2 2026, selling an estimated $10.1K and leaving 586 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #226.

Capital Advisors Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $487K in Q4 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Capital Advisors Wealth Management held 586 shares of Home Depot worth $207K as of Q2 2026.
  • Capital Advisors Wealth Management sold 31 Home Depot shares in Q2 2026, an estimated $10.1K.
  • Home Depot made up 0.02% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Capital Advisors Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Wealth Management's Home Depot position peaked at $487K in Q4 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.