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Carson Advisory’s Home Depot HD Stock Holding History

Carson Advisory’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
Q1 		$10M Buy
30,542
+58
+0.2% +$21.1K 5.21% 1
2025
Q4 		$10.5M Buy
30,484
+269
+0.9% +$98.5K 5.45% 1
2025
Q3 		$12.2M Buy
30,215
+23,701
+364% +$9.32M 6.6% 1
2025
Q2 		$2.39M Sell
6,514
-3
-0% -$1.09K 1.52% 17
2025
Q1 		$2.39M Sell
6,517
-23
-0.4% -$8.96K 1.61% 16
2024
Q4 		$2.54M Sell
6,540
-178
-3% -$72.7K 1.77% 13
2024
Q3 		$2.72M Buy
6,718
+10
+0.1% +$3.65K 1.71% 12
2024
Q2 		$2.31M Buy
6,708
+90
+1% +$30.7K 1.62% 14
2024
Q1 		$2.54M Buy
6,618
+30
+0.5% +$11K 1.79% 12
2023
Q4 		$2.28M Buy
6,588
+4
+0.1% +$1.24K 1.78% 9
2023
Q3 		$1.99M Sell
6,584
-418
-6% -$134K 1.74% 10
2023
Q2 		$2.18M Sell
7,002
-128
-2% -$37.8K 1.84% 8
2023
Q1 		$2.1M Sell
7,130
-52
-0.7% -$15.9K 1.87% 10
2022
Q4 		$2.27M Buy
7,182
+224
+3% +$68.2K 2.18% 11
2022
Q3 		$1.92M Buy
6,958
+154
+2% +$45.5K 2.13% 12
2022
Q2 		$1.87M Buy
6,804
+452
+7% +$133K 2.08% 12
2022
Q1 		$1.9M Buy
6,352
+854
+16% +$296K 1.89% 12
2021
Q4 		$2.28M Buy
+5,498
New +$2.09M 2.31% 10

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carson Advisory's HD Position: Q1 2026 in Review

Carson Advisory increased its Home Depot (HD) stake by 0.19% in Q1 2026, buying an estimated $21.1K and bringing the position to 30,542 shares worth $10M. The position accounts for 5.21% of the portfolio, ranked #1.

Carson Advisory first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.2M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Carson Advisory held 30,542 shares of Home Depot worth $10M as of Q1 2026.
  • Carson Advisory bought 58 Home Depot shares in Q1 2026, an estimated $21.1K.
  • Home Depot made up 5.21% of Carson Advisory's portfolio in Q1 2026, its #1 holding.
  • Carson Advisory first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Home Depot position peaked at $12.2M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.