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Fonville Wealth Management’s Home Depot HD Stock Holding History

Fonville Wealth Management’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 		$223K Sell
631
-13
-2% -$4.23K 0.04% 139
2026
Q1 		$212K Buy
+644
New +$235K 0.04% 132
2025
Q1 		– Sell
-519
Closed -$202K – 120
2024
Q4 		$202K Sell
519
-120
-19% -$49K 0.07% 107
2024
Q3 		$259K Buy
+639
New +$233K 0.09% 100

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

Fonville Wealth Management's HD Position: Q2 2026 in Review

Fonville Wealth Management reduced its Home Depot (HD) stake by 2% in Q2 2026, selling an estimated $4.23K and leaving 631 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #139.

Fonville Wealth Management first reported a position in HD in Q3 2024 and has held it in 4 quarters since. The position peaked at $259K in Q3 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fonville Wealth Management held 631 shares of Home Depot worth $223K as of Q2 2026.
  • Fonville Wealth Management sold 13 Home Depot shares in Q2 2026, an estimated $4.23K.
  • Home Depot made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Fonville Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 4 quarters since.
  • Fonville Wealth Management's Home Depot position peaked at $259K in Q3 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.