CFWMA
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Center for Wealth Management Advisory’s Home Depot HD Stock Holding History

Center for Wealth Management 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
Q2 		$266K Buy
753
+4
+0.5% +$1.3K 0.17% 60
2026
Q1 		$246K Buy
749
+3
+0.4% +$1.09K 0.18% 58
2025
Q4 		$257K Buy
+746
New +$273K 0.19% 55

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

Center for Wealth Management Advisory's HD Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Home Depot (HD) stake by 0.53% in Q2 2026, buying an estimated $1.3K and bringing the position to 753 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #60.

Center for Wealth Management Advisory first reported a position in HD in Q4 2025 and has held it in 3 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Center for Wealth Management Advisory held 753 shares of Home Depot worth $266K as of Q2 2026.
  • Center for Wealth Management Advisory bought 4 Home Depot shares in Q2 2026, an estimated $1.3K.
  • Home Depot made up 0.17% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #60 holding.
  • Center for Wealth Management Advisory first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.