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Curtis Advisory Group’s Home Depot HD Stock Holding History

Curtis Advisory Group’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 		$2.83M Sell
8,029
-409
-5% -$133K 0.55% 40
2026
Q1 		$2.78M Buy
8,438
+1,350
+19% +$492K 0.6% 38
2025
Q4 		$2.44M Buy
7,088
+3,247
+85% +$1.19M 0.51% 37
2025
Q3 		$1.56M Buy
3,841
+1,991
+108% +$783K 0.35% 43
2025
Q2 		$678K Hold
1,850
– – 0.17% 61
2025
Q1 		$678K Sell
1,850
-200
-10% -$77.9K 0.2% 61
2024
Q4 		$797K Hold
2,050
– – 0.21% 54
2024
Q3 		$831K Hold
2,050
– – 0.24% 51
2024
Q2 		$706K Sell
2,050
-20
-1% -$6.82K 0.25% 52
2024
Q1 		$794K Sell
2,070
-33
-2% -$12.1K 0.31% 49
2023
Q4 		$729K Hold
2,103
– – 0.33% 44
2023
Q3 		$635K Sell
2,103
-157
-7% -$50.5K 0.21% 47
2023
Q2 		$702K Buy
2,260
+195
+9% +$57.6K 0.22% 43
2023
Q1 		$609K Sell
2,065
-289
-12% -$88.6K 0.22% 49
2022
Q4 		$744K Sell
2,354
-520
-18% -$158K 0.3% 38
2022
Q3 		$793K Hold
2,874
– – 0.33% 38
2022
Q2 		$788K Buy
2,874
+2
+0.1% +$590 0.31% 39
2022
Q1 		$860K Sell
2,872
-4
-0.1% -$1.39K 0.29% 38
2021
Q4 		$1.19M Hold
2,876
– – 0.39% 36
2021
Q3 		$944K Sell
2,876
-78
-3% -$25.6K 0.34% 37
2021
Q2 		$942K Sell
2,954
-260
-8% -$82.7K 0.41% 36
2021
Q1 		$981K Buy
3,214
+1,404
+78% +$387K 0.43% 36
2020
Q4 		$481K Hold
1,810
– – 0.23% 44
2020
Q3 		$503K Hold
1,810
– – 0.3% 37
2020
Q2 		$453K Hold
1,810
– – 0.32% 36
2020
Q1 		$338K Sell
1,810
-50
-3% -$11K 0.22% 39
2019
Q4 		$406K Buy
+1,860
New +$421K 0.23% 39

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

Curtis Advisory Group's HD Position: Q2 2026 in Review

Curtis Advisory Group reduced its Home Depot (HD) stake by 4.8% in Q2 2026, selling an estimated $133K and leaving 8,029 shares worth $2.83M. The position accounts for 0.55% of the portfolio, ranked #40.

Curtis Advisory Group first reported a position in HD in Q4 2019 and has held it in 27 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Curtis Advisory Group held 8,029 shares of Home Depot worth $2.83M as of Q2 2026.
  • Curtis Advisory Group sold 409 Home Depot shares in Q2 2026, an estimated $133K.
  • Home Depot made up 0.55% of Curtis Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Curtis Advisory Group first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.