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Delap Wealth Advisory’s Home Depot HD Stock Holding History

Delap 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
Q1 		– Sell
-688
Closed -$237K – 91
2025
Q4 		$237K Buy
688
+149
+28% +$54.6K 0.09% 88
2025
Q3 		$214K Buy
+539
New +$212K 0.09% 81
2025
Q2 		– Sell
-609
Closed -$223K – 81
2025
Q1 		$223K Sell
609
-193
-24% -$75.2K 0.12% 74
2024
Q4 		$312K Buy
802
+195
+32% +$79.7K 0.19% 55
2024
Q3 		$246K Sell
607
-231
-28% -$84.3K 0.16% 55
2024
Q2 		$289K Sell
838
-1,514
-64% -$516K 0.13% 79
2024
Q1 		$902K Buy
2,352
+217
+10% +$79.3K 0.36% 43
2023
Q4 		$740K Buy
2,135
+1,217
+133% +$377K 0.34% 38
2023
Q3 		$277K Buy
+918
New +$295K 0.27% 40
2023
Q2 		– Sell
-969
Closed -$286K – 54
2023
Q1 		$286K Sell
969
-318
-25% -$97.5K 0.29% 40
2022
Q4 		$407K Buy
+1,287
New +$392K 0.43% 42

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Delap Wealth Advisory's HD Position: Q1 2026 in Review

Delap Wealth Advisory sold out of Home Depot (HD) in Q1 2026, closing a stake of 688 shares — an estimated $237K sold.

Delap Wealth Advisory first reported a position in HD in Q4 2022 and held it in 11 quarters. The position peaked at $902K in Q1 2024. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Delap Wealth Advisory reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 688 Home Depot shares in Q1 2026, an estimated $237K.
  • Delap Wealth Advisory first reported a position in Home Depot in Q4 2022 and held it in 11 quarters.
  • Delap Wealth Advisory's Home Depot position peaked at $902K in Q1 2024.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.