Evernest Financial Advisors’s Home Depot HD Stock Holding History

Evernest 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	$1.12M	Sell	3,170 -237	-7%	-$77.1K	0.23%	69
2026 Q1	$1.13M	Sell	3,407 -106	-3%	-$38.6K	0.24%	66
2025 Q4	$1.34M	Sell	3,513 -152	-4%	-$55.7K	0.28%	57
2025 Q3	$1.49M	Buy	3,665 +19	+0.5%	+$7.47K	0.42%	46
2025 Q2	$1.34M	Buy	3,646 +229	+7%	+$82.9K	0.43%	47
2025 Q1	$1.25M	Sell	3,417 -908	-21%	-$354K	0.45%	48
2024 Q4	$1.68M	Sell	4,325 -12	-0.3%	-$4.9K	0.44%	35
2024 Q3	$1.76M	Buy	4,337 +967	+29%	+$353K	0.47%	33
2024 Q2	$1.16M	Sell	3,370 -38	-1%	-$13K	0.52%	40
2024 Q1	$1.14M	Buy	3,408 +232	+7%	+$84.8K	0.54%	38
2023 Q4	$1.1M	Buy	+3,176	New	+$984K	0.56%	44
2021 Q4	$1.14M	Buy	+3,136	New	+$1.19M	0.59%	38

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Evernest Financial Advisors reduced its Home Depot (HD) stake by 7% in Q2 2026, selling an estimated $77.1K and leaving 3,170 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #69.

Evernest Financial Advisors first reported a position in HD in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.76M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Evernest Financial Advisors held 3,170 shares of Home Depot worth $1.12M as of Q2 2026.
Evernest Financial Advisors sold 237 Home Depot shares in Q2 2026, an estimated $77.1K.
Home Depot made up 0.23% of Evernest Financial Advisors's portfolio in Q2 2026, its #69 holding.
Evernest Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Home Depot position peaked at $1.76M in Q3 2024.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.