HCR Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3M | Buy |
8,495
+165
| +2% | +$53.7K | 0.27% | 62 |
|
|
2026
Q1 | $2.74M | Sell |
8,330
-24
| -0.3% | -$8.75K | 0.28% | 60 |
|
|
2025
Q4 | $2.87M | Sell |
8,354
-42
| -0.5% | -$15.4K | 0.28% | 61 |
|
|
2025
Q3 | $3.32M | Sell |
8,396
-257
| -3% | -$101K | 0.34% | 50 |
|
|
2025
Q2 | $3.17M | Sell |
8,653
-256
| -3% | -$92.6K | 0.37% | 46 |
|
|
2025
Q1 | $3.27M | Sell |
8,909
-210
| -2% | -$81.8K | 0.43% | 41 |
|
|
2024
Q4 | $3.55M | Buy |
9,119
+93
| +1% | +$38K | 0.44% | 36 |
|
|
2024
Q3 | $3.66M | Buy |
9,026
+536
| +6% | +$196K | 0.48% | 37 |
|
|
2024
Q2 | $2.92M | Buy |
8,490
+175
| +2% | +$59.7K | 0.42% | 39 |
|
|
2024
Q1 | $3.19M | Buy |
8,315
+670
| +9% | +$245K | 0.48% | 36 |
|
|
2023
Q4 | $2.65M | Buy |
7,645
+791
| +12% | +$245K | 0.42% | 41 |
|
|
2023
Q3 | $2.07M | Buy |
6,854
+68
| +1% | +$21.9K | 0.45% | 39 |
|
|
2023
Q2 | $2.11M | Buy |
6,786
+3
| +0% | +$886 | 0.39% | 48 |
|
|
2023
Q1 | $2M | Sell |
6,783
-34
| -0.5% | -$10.4K | 0.4% | 54 |
|
|
2022
Q4 | $2.15M | Buy |
6,817
+160
| +2% | +$48.7K | 0.45% | 46 |
|
|
2022
Q3 | $1.84M | Sell |
6,657
-117
| -2% | -$34.5K | 0.39% | 55 |
|
|
2022
Q2 | $1.86M | Sell |
6,774
-78
| -1% | -$23K | 0.37% | 60 |
|
|
2022
Q1 | $2.05M | Buy |
6,852
+134
| +2% | +$46.5K | 0.34% | 63 |
|
|
2021
Q4 | $2.79M | Buy |
6,718
+2
| +0% | +$761 | 0.43% | 52 |
|
|
2021
Q3 | $2.21M | Sell |
6,716
-6
| -0.1% | -$1.97K | 0.37% | 65 |
|
|
2021
Q2 | $2.14M | Buy |
6,722
+71
| +1% | +$22.6K | 0.37% | 60 |
|
|
2021
Q1 | $2.03M | Sell |
6,651
-2,101
| -24% | -$579K | 0.4% | 55 |
|
|
2020
Q4 | $2.33M | Buy |
8,752
+10
| +0.1% | +$2.75K | 0.49% | 37 |
|
|
2020
Q3 | $2.43M | Buy |
8,742
+69
| +0.8% | +$18.7K | 0.55% | 32 |
|
|
2020
Q2 | $2.15M | Buy |
8,673
+75
| +0.9% | +$17.2K | 0.51% | 29 |
|
|
2020
Q1 | $1.6M | Buy |
8,598
+144
| +2% | +$31.6K | 0.46% | 39 |
|
|
2019
Q4 | $1.85M | Buy |
8,454
+1,264
| +18% | +$286K | 0.45% | 41 |
|
|
2019
Q3 | $1.67M | Sell |
7,190
-563
| -7% | -$123K | 0.55% | 41 |
|
|
2019
Q2 | $1.61M | Sell |
7,753
-1,500
| -16% | -$299K | 0.46% | 42 |
|
|
2019
Q1 | $1.49M | Buy |
9,253
+959
| +12% | +$176K | 0.43% | 47 |
|
|
2018
Q4 | $1.43M | Sell |
8,294
-374
| -4% | -$67.1K | 0.46% | 48 |
|
|
2018
Q3 | $1.56M | Buy |
8,668
+1,001
| +13% | +$202K | 0.51% | 49 |
|
|
2018
Q2 | $1.5M | Buy |
7,667
+61
| +0.8% | +$11.4K | 0.49% | 48 |
|
|
2018
Q1 | $1.36M | Buy |
7,606
+30
| +0.4% | +$5.63K | 0.47% | 51 |
|
|
2017
Q4 | $1.44M | Buy |
7,576
+1
| +0% | +$173 | 0.5% | 46 |
|
|
2017
Q3 | $1.24M | Sell |
7,575
-99
| -1% | -$15.2K | 0.52% | 47 |
|
|
2017
Q2 | $1.18M | Buy |
7,674
+81
| +1% | +$12.4K | 0.58% | 41 |
|
|
2017
Q1 | $1.11M | Buy |
7,593
+20
| +0.3% | +$2.84K | 0.57% | 40 |
|
|
2016
Q4 | $1.01M | Buy |
+7,573
| New | +$976K | 0.54% | 41 |
|
Other funds holding HD
HCR Wealth Advisors's HD Position: Q2 2026 in Review
HCR Wealth Advisors increased its Home Depot (HD) stake by 2% in Q2 2026, buying an estimated $53.7K and bringing the position to 8,495 shares worth $3M. The position accounts for 0.27% of the portfolio, ranked #62.
HCR Wealth Advisors first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.66M in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- HCR Wealth Advisors held 8,495 shares of Home Depot worth $3M as of Q2 2026.
- HCR Wealth Advisors bought 165 Home Depot shares in Q2 2026, an estimated $53.7K.
- Home Depot made up 0.27% of HCR Wealth Advisors's portfolio in Q2 2026, its #62 holding.
- HCR Wealth Advisors first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Home Depot position peaked at $3.66M in Q3 2024.
- 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.