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Consilium Wealth Advisory’s Home Depot HD Stock Holding History

Consilium Wealth 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 		$431K Buy
1,222
+24
+2% +$7.81K 0.13% 79
2026
Q1 		$394K Buy
1,198
+292
+32% +$106K 0.13% 83
2025
Q4 		$312K Hold
906
– – 0.12% 79
2025
Q3 		$367K Buy
906
+44
+5% +$17.3K 0.14% 76
2025
Q2 		$316K Sell
862
-611
-41% -$221K 0.13% 80
2025
Q1 		$540K Sell
1,473
-15
-1% -$5.85K 0.27% 55
2024
Q4 		$579K Sell
1,488
-1,314
-47% -$537K 0.28% 54
2024
Q3 		$1.14M Buy
2,802
+106
+4% +$38.7K 0.62% 34
2024
Q2 		$928K Buy
2,696
+8
+0.3% +$2.73K 0.51% 39
2024
Q1 		$1.03M Buy
2,688
+221
+9% +$80.7K 0.58% 37
2023
Q4 		$855K Buy
2,467
+143
+6% +$44.3K 0.51% 38
2023
Q3 		$702K Buy
2,324
+127
+6% +$40.8K 0.49% 38
2023
Q2 		$683K Buy
2,197
+221
+11% +$65.3K 0.47% 42
2023
Q1 		$583K Sell
1,976
-69
-3% -$21.2K 0.5% 40
2022
Q4 		$646K Buy
2,045
+187
+10% +$57K 0.55% 40
2022
Q3 		$513K Buy
1,858
+452
+32% +$133K 0.57% 42
2022
Q2 		$386K Hold
1,406
– – 0.42% 57
2022
Q1 		$421K Buy
1,406
+84
+6% +$29.1K 0.3% 61
2021
Q4 		$549K Buy
+1,322
New +$503K 0.36% 57

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

Consilium Wealth Advisory's HD Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Home Depot (HD) stake by 2% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,222 shares worth $431K. The position accounts for 0.13% of the portfolio, ranked #79.

Consilium Wealth Advisory first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2024. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Consilium Wealth Advisory held 1,222 shares of Home Depot worth $431K as of Q2 2026.
  • Consilium Wealth Advisory bought 24 Home Depot shares in Q2 2026, an estimated $7.81K.
  • Home Depot made up 0.13% of Consilium Wealth Advisory's portfolio in Q2 2026, its #79 holding.
  • Consilium Wealth Advisory first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's Home Depot position peaked at $1.14M in Q3 2024.
  • 4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.