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Garton & Associates Financial Advisors’s Home Depot HD Stock Holding History

Garton & Associates 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 		– Sell
-959
Closed -$315K – 38
2026
Q1 		$315K Sell
959
-871
-48% -$317K 0.26% 79
2025
Q4 		$630K Buy
+1,830
New +$670K 0.35% 54

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

Garton & Associates Financial Advisors's HD Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 959 shares — an estimated $315K sold.

Garton & Associates Financial Advisors first reported a position in HD in Q4 2025 and held it in 2 quarters. The position peaked at $630K in Q4 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 959 Home Depot shares in Q2 2026, an estimated $315K.
  • Garton & Associates Financial Advisors first reported a position in Home Depot in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Home Depot position peaked at $630K in Q4 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.