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Heartwood Wealth Advisors’s Home Depot HD Stock Holding History

Heartwood 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 		$2.33M Buy
6,593
+432
+7% +$141K 0.18% 60
2026
Q1 		$2.03M Buy
6,161
+3,241
+111% +$1.18M 0.18% 62
2025
Q4 		$1M Buy
2,920
+224
+8% +$82K 0.09% 88
2025
Q3 		$1.09M Hold
2,696
– – 0.1% 82
2025
Q2 		$988K Buy
2,696
+200
+8% +$72.4K 0.1% 81
2025
Q1 		$915K Sell
2,496
-61
-2% -$23.8K 0.1% 76
2024
Q4 		$995K Buy
2,557
+20
+0.8% +$8.17K 0.11% 68
2024
Q3 		$1.03M Sell
2,537
-15
-0.6% -$5.47K 0.11% 66
2024
Q2 		$879K Sell
2,552
-16
-0.6% -$5.46K 0.11% 73
2024
Q1 		$985K Hold
2,568
– – 0.12% 58
2023
Q4 		$890K Hold
2,568
– – 0.12% 55
2023
Q3 		$776K Buy
2,568
+500
+24% +$161K 0.11% 60
2023
Q2 		$642K Buy
2,068
+437
+27% +$129K 0.09% 73
2023
Q1 		$481K Buy
1,631
+61
+4% +$18.7K 0.07% 82
2022
Q4 		$496K Sell
1,570
-12
-0.8% -$3.66K 0.08% 80
2022
Q3 		$437K Buy
1,582
+63
+4% +$18.6K 0.08% 74
2022
Q2 		$417K Sell
1,519
-54
-3% -$15.9K 0.07% 77
2022
Q1 		$471K Buy
+1,573
New +$546K 0.07% 76

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

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

Heartwood Wealth Advisors increased its Home Depot (HD) stake by 7% in Q2 2026, buying an estimated $141K and bringing the position to 6,593 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #60.

Heartwood Wealth Advisors first reported a position in HD in Q1 2022 and has held it in 18 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Heartwood Wealth Advisors held 6,593 shares of Home Depot worth $2.33M as of Q2 2026.
  • Heartwood Wealth Advisors bought 432 Home Depot shares in Q2 2026, an estimated $141K.
  • Home Depot made up 0.18% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Heartwood Wealth Advisors first reported a position in Home Depot in Q1 2022 and has held it in 18 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.