Fortis Group Advisors’s Home Depot HD Stock Holding History

Fortis Group 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	$1.97M	Sell	5,574 -17	-0.3%	-$5.53K	0.31%	82
2026 Q1	$1.84M	Buy	5,591 +1	+0%	+$364	0.3%	86
2025 Q4	$2.09M	Sell	5,590 -95	-2%	-$34.8K	0.35%	69
2025 Q3	$2.16M	Buy	5,685 +16	+0.3%	+$6.29K	0.37%	67
2025 Q2	$2.08M	Sell	5,669 -190	-3%	-$68.8K	0.38%	62
2025 Q1	$2.15M	Sell	5,859 -111	-2%	-$43.3K	0.42%	69
2024 Q4	$2.32M	Buy	5,970 +4	+0.1%	+$1.63K	0.43%	60
2024 Q3	$2.42M	Sell	5,966 -41	-0.7%	-$15K	0.45%	55
2024 Q2	$2.07M	Sell	6,007 -1,796	-23%	-$613K	0.41%	55
2024 Q1	$2.99M	Sell	7,803 -1,072	-12%	-$392K	0.55%	49
2023 Q4	$2.62M	Hold	8,875	–	–	0.65%	25
2023 Q3	$2.62M	Buy	8,875 +682	+8%	+$219K	0.8%	23
2023 Q2	$2.54M	Sell	8,193 -350	-4%	-$103K	0.68%	32
2023 Q1	$2.57M	Buy	+8,543	New	+$2.62M	0.77%	26
2020 Q3	$9.55M	Buy	+34,382	New	+$9.31M	1.85%	14

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortis Group Advisors's HD Position: Q2 2026 in Review

Fortis Group Advisors reduced its Home Depot (HD) stake by 0.3% in Q2 2026, selling an estimated $5.53K and leaving 5,574 shares worth $1.97M. The position accounts for 0.31% of the portfolio, ranked #82.

Fortis Group Advisors first reported a position in HD in Q3 2020 and has held it in 15 quarters since. The position peaked at $9.55M in Q3 2020. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Fortis Group Advisors held 5,574 shares of Home Depot worth $1.97M as of Q2 2026.
Fortis Group Advisors sold 17 Home Depot shares in Q2 2026, an estimated $5.53K.
Home Depot made up 0.31% of Fortis Group Advisors's portfolio in Q2 2026, its #82 holding.
Fortis Group Advisors first reported a position in Home Depot in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Home Depot position peaked at $9.55M in Q3 2020.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.