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CWS Financial Advisors’s Home Depot HD Stock Holding History

CWS Financial 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 		$1.13M Sell
3,207
-77
-2% -$25.1K 0.25% 58
2026
Q1 		$1.08M Sell
3,284
-179
-5% -$65.2K 0.28% 52
2025
Q4 		$1.19M Buy
3,463
+352
+11% +$129K 0.32% 45
2025
Q3 		$1.26M Buy
3,111
+184
+6% +$72.3K 0.35% 42
2025
Q2 		$1.07M Sell
2,927
-1,489
-34% -$539K 0.31% 41
2025
Q1 		$1.62M Buy
4,416
+1,826
+71% +$712K 0.51% 29
2024
Q4 		$1.01M Buy
2,590
+306
+13% +$125K 0.33% 38
2024
Q3 		$925K Buy
2,284
+85
+4% +$31K 0.33% 35
2024
Q2 		$757K Buy
2,199
+16
+0.7% +$5.46K 0.3% 37
2024
Q1 		$837K Sell
2,183
-3,297
-60% -$1.2M 0.34% 30
2023
Q4 		$1.9M Sell
5,480
-2,265
-29% -$701K 0.71% 19
2023
Q3 		$2.34M Sell
7,745
-73
-0.9% -$23.5K 0.94% 14
2023
Q2 		$2.43M Sell
7,818
-116
-1% -$34.3K 0.92% 15
2023
Q1 		$2.34M Buy
7,934
+2,835
+56% +$869K 0.93% 14
2022
Q4 		$1.56M Buy
5,099
+84
+2% +$25.6K 0.67% 16
2022
Q3 		$1.38M Buy
5,015
+7
+0.1% +$2.07K 0.66% 23
2022
Q2 		$1.37M Sell
5,008
-204
-4% -$60.2K 0.63% 24
2022
Q1 		$1.56M Sell
5,212
-1,084
-17% -$376K 0.59% 21
2021
Q4 		$2.61M Buy
+6,296
New +$2.4M 0.92% 15
2021
Q2 		$1.64M Buy
5,154
+55
+1% +$17.5K 0.66% 18
2021
Q1 		$1.56M Buy
5,099
+1,944
+62% +$536K 0.67% 16
2020
Q4 		$838K Sell
3,155
-28
-0.9% -$7.7K 0.49% 39
2020
Q3 		$884K Hold
3,183
– – 0.59% 28
2020
Q2 		$797K Buy
3,183
+5
+0.2% +$1.15K 0.57% 29
2020
Q1 		$694K Hold
3,178
– – 0.51% 28
2019
Q4 		$694K Buy
+3,178
New +$720K 0.51% 28

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

CWS Financial Advisors's HD Position: Q2 2026 in Review

CWS Financial Advisors reduced its Home Depot (HD) stake by 2.3% in Q2 2026, selling an estimated $25.1K and leaving 3,207 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #58.

CWS Financial Advisors first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.61M in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • CWS Financial Advisors held 3,207 shares of Home Depot worth $1.13M as of Q2 2026.
  • CWS Financial Advisors sold 77 Home Depot shares in Q2 2026, an estimated $25.1K.
  • Home Depot made up 0.25% of CWS Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • CWS Financial Advisors first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Home Depot position peaked at $2.61M in Q4 2021.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.