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Capital Performance Advisors’s Home Depot HD Stock Holding History

Capital Performance 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 		$2M Sell
5,676
-1,202
-17% -$391K 0.13% 79
2026
Q1 		$2.26M Sell
6,878
-91
-1% -$33.2K 0.15% 67
2025
Q4 		$2.4M Buy
6,969
+3,500
+101% +$1.28M 0.17% 64
2025
Q3 		$1.41M Buy
3,469
+168
+5% +$66.1K 0.23% 57
2025
Q2 		$1.21M Buy
3,301
+432
+15% +$156K 0.24% 57
2025
Q1 		$1.05M Buy
2,869
+1,946
+211% +$758K 0.23% 57
2024
Q4 		$359K Buy
923
+183
+25% +$74.8K 0.11% 77
2024
Q3 		$300K Buy
740
+134
+22% +$48.9K 0.09% 79
2024
Q2 		$209K Buy
606
+21
+4% +$7.16K 0.08% 83
2024
Q1 		$224K Buy
+585
New +$214K 0.09% 76

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 Performance Advisors's HD Position: Q2 2026 in Review

Capital Performance Advisors reduced its Home Depot (HD) stake by 17% in Q2 2026, selling an estimated $391K and leaving 5,676 shares worth $2M. The position accounts for 0.13% of the portfolio, ranked #79.

Capital Performance Advisors first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Capital Performance Advisors held 5,676 shares of Home Depot worth $2M as of Q2 2026.
  • Capital Performance Advisors sold 1,202 Home Depot shares in Q2 2026, an estimated $391K.
  • Home Depot made up 0.13% of Capital Performance Advisors's portfolio in Q2 2026, its #79 holding.
  • Capital Performance Advisors first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Capital Performance Advisors's Home Depot position peaked at $2.4M in Q4 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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