FA
HD icon

Fiduciary Alliance’s Home Depot HD Stock Holding History

Fiduciary Alliance’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 		$9.64M Sell
27,347
-3,769
-12% -$1.23M 0.65% 34
2026
Q1 		$10.5M Sell
31,116
-7,987
-20% -$2.91M 0.64% 37
2025
Q4 		$13.5M Sell
39,103
-6,075
-13% -$2.23M 0.88% 21
2025
Q3 		$18.3M Sell
45,178
-242
-0.5% -$95.2K 1.23% 15
2025
Q2 		$16.7M Buy
45,420
+1,205
+3% +$436K 1.24% 13
2025
Q1 		$16.2M Sell
44,215
-3,936
-8% -$1.53M 1.59% 10
2024
Q4 		$18.7M Buy
48,151
+8,630
+22% +$3.53M 1.89% 8
2024
Q3 		$16M Buy
39,521
+4,770
+14% +$1.74M 2.12% 10
2024
Q2 		$11.6M Buy
34,751
+676
+2% +$231K 1.89% 10
2024
Q1 		$12.5M Sell
34,075
-999
-3% -$365K 2.21% 9
2023
Q4 		$12.2M Sell
35,074
-294
-0.8% -$91K 2.39% 10
2023
Q3 		$10.7M Buy
35,368
+2,168
+7% +$697K 2.47% 10
2023
Q2 		$10.3M Buy
33,200
+3,082
+10% +$910K 2.21% 10
2023
Q1 		$8.89M Buy
30,118
+764
+3% +$234K 2.23% 11
2022
Q4 		$9.27M Buy
+29,354
New +$8.94M 2.4% 11

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

Fiduciary Alliance's HD Position: Q2 2026 in Review

Fiduciary Alliance reduced its Home Depot (HD) stake by 12% in Q2 2026, selling an estimated $1.23M and leaving 27,347 shares worth $9.64M. The position accounts for 0.65% of the portfolio, ranked #34.

Fiduciary Alliance first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.7M in Q4 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fiduciary Alliance held 27,347 shares of Home Depot worth $9.64M as of Q2 2026.
  • Fiduciary Alliance sold 3,769 Home Depot shares in Q2 2026, an estimated $1.23M.
  • Home Depot made up 0.65% of Fiduciary Alliance's portfolio in Q2 2026, its #34 holding.
  • Fiduciary Alliance first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Home Depot position peaked at $18.7M in Q4 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.