Cerro Pacific Wealth Advisors’s Home Depot HD Stock Holding History

Cerro Pacific 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	$1.08M	Buy	3,076 +10	+0.3%	+$3.25K	0.25%	71
2026 Q1	$1.01M	Sell	3,066 -38	-1%	-$13.8K	0.26%	67
2025 Q4	$1.07M	Buy	3,104 +3	+0.1%	+$1.1K	0.29%	67
2025 Q3	$1.26M	Sell	3,101 -146	-4%	-$57.4K	0.34%	60
2025 Q2	$1.19M	Sell	3,247 -273	-8%	-$98.8K	0.33%	63
2025 Q1	$1.37M	Sell	3,520 -20	-0.6%	-$7.79K	0.45%	54
2024 Q4	$1.43M	Buy	3,540 +77	+2%	+$31.5K	0.47%	54
2024 Q3	$1.19M	Hold	3,463	–	–	0.45%	56
2024 Q2	$1.19M	Buy	+3,463	New	+$1.18M	0.46%	57
2023 Q1	$1M	Sell	3,392 -90	-3%	-$27.6K	0.55%	49
2022 Q4	$1.1M	Sell	3,482 -92	-3%	-$28K	0.58%	47
2022 Q3	$986K	Buy	+3,574	New	+$1.05M	0.6%	44

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's HD Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Home Depot (HD) stake by 0.33% in Q2 2026, buying an estimated $3.25K and bringing the position to 3,076 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #71.

Cerro Pacific Wealth Advisors first reported a position in HD in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2024. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Cerro Pacific Wealth Advisors held 3,076 shares of Home Depot worth $1.08M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 10 Home Depot shares in Q2 2026, an estimated $3.25K.
Home Depot made up 0.25% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Cerro Pacific Wealth Advisors first reported a position in Home Depot in Q3 2022 and has held it in 12 quarters since.
Cerro Pacific Wealth Advisors's Home Depot position peaked at $1.43M in Q4 2024.
4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.