Evolution Wealth Advisors’s Home Depot HD Stock Holding History

Evolution 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 Q1	$264K	Hold	803	–	–	0.03%	148
2025 Q4	$276K	Hold	803	–	–	0.03%	138
2025 Q3	$325K	Hold	803	–	–	0.04%	126
2025 Q2	$294K	Hold	803	–	–	0.04%	131
2025 Q1	$294K	Buy	+803	New	+$313K	0.05%	119
2022 Q1	–	Sell	-670	Closed	-$278	–	129
2021 Q4	$278	Sell	670 -15	-2%	-$5.71K	0.04%	100
2021 Q3	$225K	Buy	685 +85	+14%	+$27.9K	0.05%	101
2021 Q2	$191K	Buy	600 +147	+32%	+$46.8K	0.04%	121
2021 Q1	$138K	Buy	453 +205	+83%	+$56.5K	0.03%	132
2020 Q4	$66K	Sell	248 -402	-62%	-$111K	0.01%	164
2020 Q3	$181K	Buy	650 +459	+240%	+$124K	0.05%	105
2020 Q2	$48K	Buy	191 +111	+139%	+$25.4K	0.02%	148
2020 Q1	$15K	Sell	80 -78	-49%	-$17.1K	0.01%	175
2019 Q4	$35K	Buy	158 +73	+86%	+$16.5K	0.01%	179
2019 Q3	$20K	Sell	85 -63	-43%	-$13.8K	0.01%	93
2019 Q2	$31K	Buy	+148	New	+$29.5K	0.01%	104
2019 Q1	–	Sell	-357	Closed	-$61K	–	117
2018 Q4	$61K	Buy	+357	New	+$64K	0.03%	90

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evolution Wealth Advisors's HD Position: Q1 2026 in Review

Evolution Wealth Advisors held its Home Depot (HD) position steady in Q1 2026 at 803 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #148.

Evolution Wealth Advisors first reported a position in HD in Q4 2018 and has held it in 17 quarters since. The position peaked at $325K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Evolution Wealth Advisors held 803 shares of Home Depot worth $264K as of Q1 2026.
Evolution Wealth Advisors left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #148 holding.
Evolution Wealth Advisors first reported a position in Home Depot in Q4 2018 and has held it in 17 quarters since.
Evolution Wealth Advisors's Home Depot position peaked at $325K in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.