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Gladstone Institutional Advisory’s Home Depot HD Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$5.3M Sell
16,105
-4,847
-23% -$1.77M 0.2% 114
2025
Q4 		$7.21M Sell
20,952
-593
-3% -$217K 0.27% 82
2025
Q3 		$8.73M Buy
21,545
+554
+3% +$218K 0.34% 60
2025
Q2 		$7.7M Buy
20,991
+439
+2% +$159K 0.32% 68
2025
Q1 		$7.53M Buy
20,552
+897
+5% +$350K 0.35% 66
2024
Q4 		$7.65M Sell
19,655
-395
-2% -$161K 0.35% 62
2024
Q3 		$8.12M Buy
20,050
+1,659
+9% +$605K 0.4% 61
2024
Q2 		$6.33M Sell
18,391
-1,569
-8% -$535K 0.33% 75
2024
Q1 		$7.66M Sell
19,960
-3,933
-16% -$1.44M 0.42% 53
2023
Q4 		$8.28M Sell
23,893
-6
-0% -$1.86K 0.46% 47
2023
Q3 		$7.22M Buy
23,899
+353
+1% +$114K 0.47% 49
2023
Q2 		$7.31M Sell
23,546
-2,005
-8% -$592K 0.45% 49
2023
Q1 		$7.54M Buy
25,551
+2,781
+12% +$853K 0.49% 40
2022
Q4 		$7.19M Sell
22,770
-17,603
-44% -$5.36M 0.51% 37
2022
Q3 		$11.1M Buy
40,373
+15,469
+62% +$4.57M 0.87% 18
2022
Q2 		$6.83M Sell
24,904
-1,187
-5% -$350K 0.54% 34
2022
Q1 		$7.81M Sell
26,091
-1,501
-5% -$521K 0.53% 35
2021
Q4 		$11.5M Buy
27,592
+6,797
+33% +$2.59M 0.89% 16
2021
Q3 		$6.83M Buy
20,795
+10,931
+111% +$3.59M 0.67% 30
2021
Q2 		$3.15M Buy
9,864
+5,058
+105% +$1.61M 0.37% 71
2021
Q1 		$1.47M Buy
4,806
+480
+11% +$132K 0.23% 103
2020
Q4 		$1.15M Sell
4,326
-975
-18% -$268K 0.23% 96
2020
Q3 		$1.47M Sell
5,301
-297
-5% -$80.4K 0.35% 64
2020
Q2 		$1.4M Buy
5,598
+142
+3% +$32.5K 0.36% 66
2020
Q1 		$1.02M Buy
5,456
+3,710
+212% +$814K 0.26% 85
2019
Q4 		$382K Buy
1,746
+655
+60% +$148K 0.09% 164
2019
Q3 		$253K Sell
1,091
-432
-28% -$94.4K 0.06% 232
2019
Q2 		$317K Buy
1,523
+261
+21% +$52.1K 0.1% 192
2019
Q1 		$242K Sell
1,262
-503
-28% -$92.3K 0.09% 181
2018
Q4 		$303K Buy
+1,765
New +$317K 0.18% 124

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gladstone Institutional Advisory's HD Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Home Depot (HD) stake by 23% in Q1 2026, selling an estimated $1.77M and leaving 16,105 shares worth $5.3M. The position accounts for 0.2% of the portfolio, ranked #114.

Gladstone Institutional Advisory first reported a position in HD in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.5M in Q4 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Gladstone Institutional Advisory held 16,105 shares of Home Depot worth $5.3M as of Q1 2026.
  • Gladstone Institutional Advisory sold 4,847 Home Depot shares in Q1 2026, an estimated $1.77M.
  • Home Depot made up 0.2% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #114 holding.
  • Gladstone Institutional Advisory first reported a position in Home Depot in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Home Depot position peaked at $11.5M in Q4 2021.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.