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Fi3 Financial Advisors’s Home Depot HD Stock Holding History

Fi3 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 		$233K Sell
704
-1,071
-60% -$348K 0.06% 209
2026
Q1 		$584K Buy
1,775
+456
+35% +$166K 0.17% 65
2025
Q4 		$454K Sell
1,319
-212
-14% -$77.7K 0.14% 82
2025
Q3 		$620K Buy
1,531
+111
+8% +$43.6K 0.21% 45
2025
Q2 		$520K Buy
1,420
+129
+10% +$46.7K 0.19% 50
2025
Q1 		$473K Sell
1,291
-193
-13% -$75.2K 0.19% 49
2024
Q4 		$577K Buy
1,484
+29
+2% +$11.8K 0.22% 46
2024
Q3 		$590K Buy
1,455
+34
+2% +$12.4K 0.23% 39
2024
Q2 		$489K Buy
1,421
+110
+8% +$37.5K 0.22% 36
2024
Q1 		$449K Buy
1,311
+18
+1% +$6.58K 0.21% 40
2023
Q4 		$448K Sell
1,293
-352
-21% -$109K 0.21% 41
2023
Q3 		$497K Buy
1,645
+199
+14% +$64K 0.27% 35
2023
Q2 		$449K Buy
1,446
+24
+2% +$7.09K 0.24% 36
2023
Q1 		$420K Sell
1,422
-60
-4% -$18.4K 0.22% 42
2022
Q4 		$468K Buy
1,482
+483
+48% +$147K 0.27% 38
2022
Q3 		$276K Sell
999
-36
-3% -$10.6K 0.25% 36
2022
Q2 		$297K Buy
1,035
+29
+3% +$8.56K 0.25% 35
2022
Q1 		$301K Buy
1,006
+119
+13% +$41.3K 0.23% 36
2021
Q4 		$368K Buy
887
+153
+21% +$58.2K 0.24% 31
2021
Q3 		$241K Sell
734
-13
-2% -$4.27K 0.16% 38
2021
Q2 		$248K Buy
+747
New +$238K 0.17% 39

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

Fi3 Financial Advisors's HD Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Home Depot (HD) stake by 60% in Q2 2026, selling an estimated $348K and leaving 704 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #209.

Fi3 Financial Advisors first reported a position in HD in Q2 2021 and has held it in 21 quarters since. The position peaked at $620K in Q3 2025. 4,112 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fi3 Financial Advisors held 704 shares of Home Depot worth $233K as of Q2 2026.
  • Fi3 Financial Advisors sold 1,071 Home Depot shares in Q2 2026, an estimated $348K.
  • Home Depot made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • Fi3 Financial Advisors first reported a position in Home Depot in Q2 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's Home Depot position peaked at $620K in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.