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Elwood & Goetz Wealth Advisory Group’s Home Depot HD Stock Holding History

Elwood & Goetz Wealth 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 		$1.4M Sell
3,956
-126
-3% -$41K 0.21% 42
2026
Q1 		$1.34M Buy
4,082
+58
+1% +$21.1K 0.23% 38
2025
Q4 		$1.38M Sell
4,024
-106
-3% -$38.8K 0.24% 36
2025
Q3 		$1.67M Buy
4,130
+1,189
+40% +$468K 0.32% 30
2025
Q2 		$1.08M Sell
2,941
-64
-2% -$23.2K 0.23% 34
2025
Q1 		$1.1M Buy
3,005
+90
+3% +$35.1K 0.27% 31
2024
Q4 		$1.13M Sell
2,915
-161
-5% -$65.8K 0.28% 31
2024
Q3 		$1.25M Buy
3,076
+1,232
+67% +$449K 0.31% 28
2024
Q2 		$635K Sell
1,844
-21
-1% -$7.16K 0.18% 37
2024
Q1 		$716K Sell
1,865
-170
-8% -$62.1K 0.17% 42
2023
Q4 		$705K Buy
2,035
+310
+18% +$96K 0.15% 39
2023
Q3 		$521K Buy
1,725
+80
+5% +$25.7K 0.12% 42
2023
Q2 		$511K Buy
1,645
+50
+3% +$14.8K 0.12% 41
2023
Q1 		$471K Sell
1,595
-166
-9% -$50.9K 0.11% 41
2022
Q4 		$556K Buy
1,761
+26
+1% +$7.92K 0.17% 39
2022
Q3 		$479K Buy
1,735
+5
+0.3% +$1.48K 0.16% 38
2022
Q2 		$474K Hold
1,730
– – 0.16% 38
2022
Q1 		$518K Sell
1,730
-5
-0.3% -$1.73K 0.16% 40
2021
Q4 		$720K Buy
1,735
+50
+3% +$19K 0.22% 31
2021
Q3 		$553K Hold
1,685
– – 0.19% 33
2021
Q2 		$537K Buy
1,685
+16
+1% +$5.09K 0.2% 31
2021
Q1 		$509K Buy
1,669
+50
+3% +$13.8K 0.21% 30
2020
Q4 		$430K Hold
1,619
– – 0.2% 30
2020
Q3 		$450K Buy
1,619
+63
+4% +$17.1K 0.24% 26
2020
Q2 		$390K Hold
1,556
– – 0.24% 26
2020
Q1 		$291K Hold
1,556
– – 0.22% 25
2019
Q4 		$340K Hold
1,556
– – 0.24% 24
2019
Q3 		$361K Buy
1,556
+152
+11% +$33.2K 0.29% 23
2019
Q2 		$292K Hold
1,404
– – 0.25% 28
2019
Q1 		$269K Sell
1,404
-30
-2% -$5.5K 0.25% 27
2018
Q4 		$246K Buy
+1,434
New +$257K 0.26% 26

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

Elwood & Goetz Wealth Advisory Group's HD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Home Depot (HD) stake by 3.1% in Q2 2026, selling an estimated $41K and leaving 3,956 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #42.

Elwood & Goetz Wealth Advisory Group first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.67M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 3,956 shares of Home Depot worth $1.4M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 126 Home Depot shares in Q2 2026, an estimated $41K.
  • Home Depot made up 0.21% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Home Depot position peaked at $1.67M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.