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Churchill Financial Advisors’s Home Depot HD Stock Holding History

Churchill Financial 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 		– Sell
-1,263
Closed -$415K – 127
2026
Q1 		$415K Buy
1,263
+663
+111% +$242K 0.09% 99
2025
Q4 		$206K Buy
+600
New +$220K 0.06% 119

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Vanguard Capital Management
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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

Churchill Financial Advisors's HD Position: Q2 2026 in Review

Churchill Financial Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 1,263 shares — an estimated $415K sold.

Churchill Financial Advisors first reported a position in HD in Q4 2025 and held it in 2 quarters. The position peaked at $415K in Q1 2026. 4,091 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Churchill Financial Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Churchill Financial Advisors sold 1,263 Home Depot shares in Q2 2026, an estimated $415K.
  • Churchill Financial Advisors first reported a position in Home Depot in Q4 2025 and held it in 2 quarters.
  • Churchill Financial Advisors's Home Depot position peaked at $415K in Q1 2026.
  • 4,091 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.