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Gratus Wealth Advisors’s Home Depot HD Stock Holding History

Gratus Wealth 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 		$626K Sell
1,775
-31
-2% -$10.1K 0.08% 82
2026
Q1 		$594K Buy
1,806
+31
+2% +$11.3K 0.09% 78
2025
Q4 		$611K Sell
1,775
-408
-19% -$149K 0.08% 76
2025
Q3 		$885K Sell
2,183
-81
-4% -$31.8K 0.12% 66
2025
Q2 		$830K Sell
2,264
-68
-3% -$24.6K 0.13% 66
2025
Q1 		$855K Sell
2,332
-80
-3% -$31.2K 0.14% 66
2024
Q4 		$938K Hold
2,412
– – 0.15% 65
2024
Q3 		$984K Sell
2,412
-20
-0.8% -$7.29K 0.16% 60
2024
Q2 		$884K Sell
2,432
-141
-5% -$48.1K 0.15% 65
2024
Q1 		$857K Hold
2,573
– – 0.16% 65
2023
Q4 		$892K Buy
+2,573
New +$797K 0.18% 58

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

Gratus Wealth Advisors's HD Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Home Depot (HD) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 1,775 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #82.

Gratus Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $984K in Q3 2024. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Gratus Wealth Advisors held 1,775 shares of Home Depot worth $626K as of Q2 2026.
  • Gratus Wealth Advisors sold 31 Home Depot shares in Q2 2026, an estimated $10.1K.
  • Home Depot made up 0.08% of Gratus Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Gratus Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Home Depot position peaked at $984K in Q3 2024.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.