Compass Ion Advisors’s Home Depot HD Stock Holding History

Compass Ion 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	$660K	Sell	1,872 -10	-0.5%	-$3.25K	0.06%	156
2026 Q1	$619K	Sell	1,882 -35	-2%	-$12.8K	0.06%	154
2025 Q4	$660K	Sell	1,917 -4	-0.2%	-$1.47K	0.06%	152
2025 Q3	$778K	Buy	1,921 +135	+8%	+$53.1K	0.08%	138
2025 Q2	$655K	Buy	1,786 +6	+0.3%	+$2.17K	0.07%	146
2025 Q1	$652K	Buy	1,780 +10	+0.6%	+$3.9K	0.08%	141
2024 Q4	$689K	Sell	1,770 -16	-0.9%	-$6.54K	0.08%	133
2024 Q3	$724K	Buy	1,786 +21	+1%	+$7.66K	0.09%	123
2024 Q2	$677K	Hold	1,765	–	–	0.1%	118
2024 Q1	$677K	Buy	1,765 +8	+0.5%	+$2.92K	0.1%	119
2023 Q4	$609K	Sell	1,757 -19	-1%	-$5.88K	0.09%	127
2023 Q3	$537K	Buy	+1,776	New	+$571K	0.09%	136
2022 Q1	–	Sell	-503	Closed	-$209K	–	97
2021 Q4	$209K	Buy	+503	New	+$191K	0.07%	90

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

Compass Ion Advisors's HD Position: Q2 2026 in Review

Compass Ion Advisors reduced its Home Depot (HD) stake by 0.53% in Q2 2026, selling an estimated $3.25K and leaving 1,872 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #156.

Compass Ion Advisors first reported a position in HD in Q4 2021 and has held it in 13 quarters since. The position peaked at $778K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Compass Ion Advisors held 1,872 shares of Home Depot worth $660K as of Q2 2026.
Compass Ion Advisors sold 10 Home Depot shares in Q2 2026, an estimated $3.25K.
Home Depot made up 0.06% of Compass Ion Advisors's portfolio in Q2 2026, its #156 holding.
Compass Ion Advisors first reported a position in Home Depot in Q4 2021 and has held it in 13 quarters since.
Compass Ion Advisors's Home Depot position peaked at $778K in Q3 2025.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.