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Delta Financial Advisors’s Home Depot HD Stock Holding History

Delta 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 		$2.49M Sell
7,052
-485
-6% -$158K 0.59% 50
2026
Q1 		$2.48M Sell
7,537
-25
-0.3% -$9.11K 0.65% 49
2025
Q4 		$2.6M Buy
7,562
+1,154
+18% +$423K 0.68% 43
2025
Q3 		$2.6M Buy
6,408
+4,008
+167% +$1.58M 0.73% 40
2025
Q2 		$880K Buy
2,400
+564
+31% +$204K 0.31% 74
2025
Q1 		$673K Buy
1,836
+62
+3% +$24.2K 0.25% 81
2024
Q4 		$690K Hold
1,774
– – 0.26% 80
2024
Q3 		$719K Sell
1,774
-10
-0.6% -$3.65K 0.26% 82
2024
Q2 		$614K Hold
1,784
– – 0.24% 84
2024
Q1 		$684K Hold
1,784
– – 0.27% 80
2023
Q4 		$618K Sell
1,784
-484
-21% -$150K 0.27% 83
2023
Q3 		$685K Hold
2,268
– – 0.31% 80
2023
Q2 		$705K Buy
2,268
+484
+27% +$143K 0.31% 80
2023
Q1 		$526K Hold
1,784
– – 0.25% 84
2022
Q4 		$563K Buy
1,784
+400
+29% +$122K 0.27% 82
2022
Q3 		$382K Buy
1,384
+125
+10% +$36.9K 0.2% 92
2022
Q2 		$345K Hold
1,259
– – 0.17% 101
2022
Q1 		$377K Sell
1,259
-460
-27% -$160K 0.16% 103
2021
Q4 		$713K Hold
1,719
– – 0.29% 84
2021
Q3 		$564K Buy
1,719
+30
+2% +$9.85K 0.25% 90
2021
Q2 		$539K Sell
1,689
-34
-2% -$10.8K 0.24% 90
2021
Q1 		$526K Hold
1,723
– – 0.25% 92
2020
Q4 		$458K Hold
1,723
– – 0.23% 94
2020
Q3 		$478K Hold
1,723
– – 0.26% 90
2020
Q2 		$432K Hold
1,723
– – 0.25% 87
2020
Q1 		$322K Sell
1,723
-195
-10% -$42.8K 0.22% 89
2019
Q4 		$419K Sell
1,918
-124
-6% -$28.1K 0.16% 96
2019
Q3 		$474K Buy
2,042
+246
+14% +$53.8K 0.19% 97
2019
Q2 		$374K Buy
+1,796
New +$358K 0.15% 104

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

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

Delta Financial Advisors reduced its Home Depot (HD) stake by 6.4% in Q2 2026, selling an estimated $158K and leaving 7,052 shares worth $2.49M. The position accounts for 0.59% of the portfolio, ranked #50.

Delta Financial Advisors first reported a position in HD in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.6M in Q4 2025. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Delta Financial Advisors held 7,052 shares of Home Depot worth $2.49M as of Q2 2026.
  • Delta Financial Advisors sold 485 Home Depot shares in Q2 2026, an estimated $158K.
  • Home Depot made up 0.59% of Delta Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Delta Financial Advisors first reported a position in Home Depot in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Home Depot position peaked at $2.6M in Q4 2025.
  • 4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.