HA
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Helium Advisors’s Home Depot HD Stock Holding History

Helium 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 		$453K Sell
1,285
-16
-1% -$5.21K 0.38% 60
2026
Q1 		$428K Buy
1,301
+6
+0.5% +$2.19K 0.41% 55
2025
Q4 		$446K Sell
1,295
-219
-14% -$80.2K 0.45% 47
2025
Q3 		$613K Sell
1,514
-382
-20% -$150K 0.51% 38
2025
Q2 		$695K Sell
1,896
-6
-0.3% -$2.17K 0.44% 41
2025
Q1 		$697K Sell
1,902
-49
-3% -$19.1K 0.51% 36
2024
Q4 		$759K Buy
+1,951
New +$797K 0.6% 35

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

Helium Advisors's HD Position: Q2 2026 in Review

Helium Advisors reduced its Home Depot (HD) stake by 1.2% in Q2 2026, selling an estimated $5.21K and leaving 1,285 shares worth $453K. The position accounts for 0.38% of the portfolio, ranked #60.

Helium Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $759K in Q4 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Helium Advisors held 1,285 shares of Home Depot worth $453K as of Q2 2026.
  • Helium Advisors sold 16 Home Depot shares in Q2 2026, an estimated $5.21K.
  • Home Depot made up 0.38% of Helium Advisors's portfolio in Q2 2026, its #60 holding.
  • Helium Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Home Depot position peaked at $759K in Q4 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.