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Core Wealth Advisors (Florida)’s Home Depot HD Stock Holding History

Core Wealth Advisors (Florida)’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 		$492K Buy
+1,396
New +$454K 0.1% 85
2025
Q4 		– Sell
-565
Closed -$229K – 96
2025
Q3 		$229K Buy
+565
New +$222K 0.06% 86
2024
Q2 		– Sell
-204
Closed -$78.3K – 127
2024
Q1 		$78.3K Buy
204
+15
+8% +$5.48K 0.03% 82
2023
Q4 		$65.5K Buy
189
+37
+24% +$11.5K 0.02% 85
2023
Q3 		$45.9K Sell
152
-233
-61% -$74.9K 0.02% 81
2023
Q2 		$120K Sell
385
-6,437
-94% -$1.9M 0.05% 58
2023
Q1 		$2.01M Buy
6,822
+1,420
+26% +$435K 0.8% 16
2022
Q4 		$1.71M Buy
5,402
+300
+6% +$91.4K 0.75% 14
2022
Q3 		$1.41M Buy
5,102
+254
+5% +$75K 0.82% 15
2022
Q2 		$1.33M Buy
4,848
+4,833
+32,220% +$1.43M 0.82% 17
2022
Q1 		$4K Hold
15
– – ﹤0.01% 170
2021
Q4 		$6K Hold
15
– – ﹤0.01% 173
2021
Q3 		$5K Sell
15
-10
-40% -$3.28K ﹤0.01% 159
2021
Q2 		$8K Sell
25
-7
-22% -$2.23K 0.01% 134
2021
Q1 		$10K Hold
32
– – 0.01% 114
2020
Q4 		$8K Sell
32
-24
-43% -$6.6K 0.01% 122
2020
Q3 		$16K Buy
+56
New +$15.2K 0.02% 86
2020
Q1 		– Sell
-164
Closed -$36K – 159
2019
Q4 		$36K Buy
+164
New +$37.1K 0.02% 66

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

Core Wealth Advisors (Florida)'s HD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) opened a new position in Home Depot (HD) in Q2 2026: 1,396 shares worth $492K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: Core Wealth Advisors (Florida) previously reported a position in HD as recently as Q3 2025.

Core Wealth Advisors (Florida) first reported a position in HD in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2023. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Core Wealth Advisors (Florida) held 1,396 shares of Home Depot worth $492K as of Q2 2026.
  • Home Depot was a new Core Wealth Advisors (Florida) position in Q2 2026.
  • Home Depot made up 0.1% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #85 holding.
  • Core Wealth Advisors (Florida) first reported a position in Home Depot in Q4 2019 and has held it in 18 quarters since.
  • Core Wealth Advisors (Florida)'s Home Depot position peaked at $2.01M in Q1 2023.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.