FA
HD icon

Financial Alternatives’s Home Depot HD Stock Holding History

Financial Alternatives’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 		$2.13M Buy
6,039
+97
+2% +$31.6K 1.05% 18
2026
Q1 		$1.95M Hold
5,942
– – 1.05% 17
2025
Q4 		$2.04M Sell
5,942
-194
-3% -$71.1K 1.19% 17
2025
Q3 		$2.49M Buy
6,136
+212
+4% +$83.4K 1.51% 16
2025
Q2 		$2.17M Hold
5,924
– – 1.41% 16
2025
Q1 		$2.17M Sell
5,924
-300
-5% -$117K 1.55% 15
2024
Q4 		$2.42M Sell
6,224
-200
-3% -$81.7K 1.71% 15
2024
Q3 		$2.6M Buy
6,424
+300
+5% +$109K 1.83% 14
2024
Q2 		$2.11M Buy
6,124
+318
+5% +$108K 1.58% 17
2024
Q1 		$2.23M Sell
5,806
-284
-5% -$104K 1.72% 15
2023
Q4 		$2.11M Sell
6,090
-26
-0.4% -$8.05K 1.78% 15
2023
Q3 		$1.85M Buy
6,116
+27
+0.4% +$8.68K 1.71% 15
2023
Q2 		$1.89M Buy
6,089
+64
+1% +$18.9K 1.71% 15
2023
Q1 		$1.78M Hold
6,025
– – 1.7% 15
2022
Q4 		$1.9M Buy
+6,025
New +$1.84M 1.89% 13

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

Financial Alternatives's HD Position: Q2 2026 in Review

Financial Alternatives increased its Home Depot (HD) stake by 1.6% in Q2 2026, buying an estimated $31.6K and bringing the position to 6,039 shares worth $2.13M. The position accounts for 1.05% of the portfolio, ranked #18.

Financial Alternatives first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.6M in Q3 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Financial Alternatives held 6,039 shares of Home Depot worth $2.13M as of Q2 2026.
  • Financial Alternatives bought 97 Home Depot shares in Q2 2026, an estimated $31.6K.
  • Home Depot made up 1.05% of Financial Alternatives's portfolio in Q2 2026, its #18 holding.
  • Financial Alternatives first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Financial Alternatives's Home Depot position peaked at $2.6M in Q3 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.