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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
Q2 		– Sell
-803
Closed -$264K – 188
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 -$278K – 129
2021
Q4 		$278K 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
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

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

Evolution Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 803 shares — an estimated $264K sold.

Evolution Wealth Advisors first reported a position in HD in Q4 2018 and held it in 17 quarters. The position peaked at $325K in Q3 2025. 4,099 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Evolution Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Advisors sold 803 Home Depot shares in Q2 2026, an estimated $264K.
  • Evolution Wealth Advisors first reported a position in Home Depot in Q4 2018 and held it in 17 quarters.
  • Evolution Wealth Advisors's Home Depot position peaked at $325K in Q3 2025.
  • 4,099 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.