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Crux Wealth Advisors’s Home Depot HD Stock Holding History

Crux 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 		$443K Sell
1,257
-27
-2% -$8.78K 0.15% 129
2026
Q1 		$422K Buy
1,284
+27
+2% +$9.84K 0.16% 124
2025
Q4 		$433K Sell
1,257
-172
-12% -$63K 0.16% 119
2025
Q3 		$579K Sell
1,429
-367
-20% -$144K 0.23% 107
2025
Q2 		$658K Sell
1,796
-1,539
-46% -$557K 0.28% 94
2025
Q1 		$1.22M Sell
3,335
-1,247
-27% -$486K 0.64% 50
2024
Q4 		$1.78M Buy
+4,582
New +$1.87M 0.99% 31

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

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

Crux Wealth Advisors reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $8.78K and leaving 1,257 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #129.

Crux Wealth Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Crux Wealth Advisors held 1,257 shares of Home Depot worth $443K as of Q2 2026.
  • Crux Wealth Advisors sold 27 Home Depot shares in Q2 2026, an estimated $8.78K.
  • Home Depot made up 0.15% of Crux Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Crux Wealth Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Home Depot position peaked at $1.78M in Q4 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.