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Dougherty & Associates’s Home Depot HD Stock Holding History

Dougherty & Associates’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 		$913K Sell
2,588
-143
-5% -$46.5K 0.73% 30
2026
Q1 		$898K Sell
2,731
-628
-19% -$229K 0.83% 29
2025
Q4 		$1.16M Buy
+3,359
New +$1.23M 1.03% 24

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

Dougherty & Associates's HD Position: Q2 2026 in Review

Dougherty & Associates reduced its Home Depot (HD) stake by 5.2% in Q2 2026, selling an estimated $46.5K and leaving 2,588 shares worth $913K. The position accounts for 0.73% of the portfolio, ranked #30.

Dougherty & Associates first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Dougherty & Associates held 2,588 shares of Home Depot worth $913K as of Q2 2026.
  • Dougherty & Associates sold 143 Home Depot shares in Q2 2026, an estimated $46.5K.
  • Home Depot made up 0.73% of Dougherty & Associates's portfolio in Q2 2026, its #30 holding.
  • Dougherty & Associates first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Home Depot position peaked at $1.16M in Q4 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.