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Carolina Wealth Advisors’s Home Depot HD Stock Holding History

Carolina Wealth 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 		$1.36M Buy
3,856
+52
+1% +$16.9K 0.53% 62
2026
Q1 		$1.25M Buy
3,804
+2,986
+365% +$1.09M 0.52% 60
2025
Q4 		$281K Buy
818
+250
+44% +$91.6K 0.13% 71
2025
Q3 		$230K Buy
568
+334
+143% +$131K 0.1% 74
2025
Q2 		$85.8K Buy
234
+215
+1,132% +$77.8K 0.04% 80
2025
Q1 		$6.96K Buy
+19
New +$7.41K ﹤0.01% 160
2024
Q1 		– Sell
-57
Closed -$19.8K – 232
2023
Q4 		$19.8K Hold
57
– – 0.01% 140
2023
Q3 		$17.2K Buy
+57
New +$18.3K 0.01% 152
2021
Q4 		– Sell
-914
Closed -$300K – 280
2021
Q3 		$300K Sell
914
-36
-4% -$11.8K 0.2% 44
2021
Q2 		$303K Sell
950
-84
-8% -$26.7K 0.2% 43
2021
Q1 		$316K Sell
1,034
-918
-47% -$253K 0.23% 43
2020
Q4 		$518K Sell
1,952
-21
-1% -$5.77K 0.42% 42
2020
Q3 		$548K Buy
1,973
+161
+9% +$43.6K 0.48% 42
2020
Q2 		$454K Buy
+1,812
New +$415K 0.44% 43
2020
Q1 		– Sell
-826
Closed -$180K – 182
2019
Q4 		$180K Buy
+826
New +$187K 0.17% 52

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Carolina Wealth Advisors's HD Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Home Depot (HD) stake by 1.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 3,856 shares worth $1.36M. The position accounts for 0.53% of the portfolio, ranked #62.

Carolina Wealth Advisors first reported a position in HD in Q4 2019 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Carolina Wealth Advisors held 3,856 shares of Home Depot worth $1.36M as of Q2 2026.
  • Carolina Wealth Advisors bought 52 Home Depot shares in Q2 2026, an estimated $16.9K.
  • Home Depot made up 0.53% of Carolina Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Carolina Wealth Advisors first reported a position in Home Depot in Q4 2019 and has held it in 15 quarters since.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.