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Consilio Wealth Advisors’s Home Depot HD Stock Holding History

Consilio 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 		$286K Sell
811
-180
-18% -$58.6K 0.07% 82
2026
Q1 		$326K Sell
991
-43
-4% -$15.7K 0.1% 66
2025
Q4 		$356K Sell
1,034
-157
-13% -$57.5K 0.1% 57
2025
Q3 		$483K Buy
1,191
+80
+7% +$31.5K 0.16% 47
2025
Q2 		$410K Buy
1,111
+66
+6% +$23.9K 0.15% 45
2025
Q1 		$383K Sell
1,045
-62
-6% -$24.2K 0.16% 43
2024
Q4 		$431K Buy
1,107
+10
+0.9% +$4.08K 0.18% 41
2024
Q3 		$445K Buy
1,097
+330
+43% +$120K 0.18% 40
2024
Q2 		$264K Sell
767
-88
-10% -$30K 0.12% 52
2024
Q1 		$328K Buy
855
+157
+22% +$57.4K 0.15% 42
2023
Q4 		$242K Buy
+698
New +$216K 0.12% 49

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

Consilio Wealth Advisors's HD Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $58.6K and leaving 811 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #82.

Consilio Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Consilio Wealth Advisors held 811 shares of Home Depot worth $286K as of Q2 2026.
  • Consilio Wealth Advisors sold 180 Home Depot shares in Q2 2026, an estimated $58.6K.
  • Home Depot made up 0.07% of Consilio Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Consilio Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Consilio Wealth Advisors's Home Depot position peaked at $483K in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.