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EverSource Wealth Advisors’s Home Depot HD Stock Holding History

EverSource Wealth 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 		$7.53M Sell
21,338
-15,874
-43% -$5.16M 0.25% 83
2026
Q1 		$12.2M Buy
37,212
+8,508
+30% +$3.1M 0.37% 61
2025
Q4 		$9.88M Buy
28,704
+3,013
+12% +$1.1M 0.36% 63
2025
Q3 		$10.4M Sell
25,691
-46
-0.2% -$18.1K 0.41% 61
2025
Q2 		$9.44M Sell
25,737
-3,499
-12% -$1.27M 0.43% 57
2025
Q1 		$10.7M Sell
29,236
-687
-2% -$268K 0.59% 38
2024
Q4 		$11.6M Buy
29,923
+607
+2% +$248K 0.65% 32
2024
Q3 		$11.9M Buy
29,316
+259
+0.9% +$94.5K 0.75% 29
2024
Q2 		$10.7M Buy
29,057
+2,961
+11% +$1.01M 0.71% 32
2024
Q1 		$8.72M Buy
26,096
+6,371
+32% +$2.33M 0.69% 34
2023
Q4 		$6.84M Sell
19,725
-169
-0.8% -$52.3K 0.63% 36
2023
Q3 		$6.01M Buy
19,894
+192
+1% +$61.7K 0.64% 40
2023
Q2 		$6.12M Buy
19,702
+2,190
+13% +$647K 0.67% 35
2023
Q1 		$5.17M Buy
17,512
+250
+1% +$76.6K 0.64% 37
2022
Q4 		$5.45M Buy
17,262
+6,814
+65% +$2.08M 0.83% 25
2022
Q3 		$2.88M Buy
10,448
+4,553
+77% +$1.34M 0.66% 30
2022
Q2 		$1.62M Sell
5,895
-8
-0.1% -$2.36K 0.42% 49
2022
Q1 		$1.77M Buy
5,903
+1,229
+26% +$426K 0.45% 44
2021
Q4 		$1.94M Buy
+4,674
New +$1.78M 0.54% 38

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

EverSource Wealth Advisors's HD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Home Depot (HD) stake by 43% in Q2 2026, selling an estimated $5.16M and leaving 21,338 shares worth $7.53M. The position accounts for 0.25% of the portfolio, ranked #83.

EverSource Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q1 2026. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • EverSource Wealth Advisors held 21,338 shares of Home Depot worth $7.53M as of Q2 2026.
  • EverSource Wealth Advisors sold 15,874 Home Depot shares in Q2 2026, an estimated $5.16M.
  • Home Depot made up 0.25% of EverSource Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • EverSource Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Home Depot position peaked at $12.2M in Q1 2026.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.