Heritage Family Offices’s Home Depot HD Stock Holding History

Heritage Family Offices’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	$1.33M	Buy	3,772 +498	+15%	+$162K	0.51%	49
2026 Q1	$1.08M	Buy	3,274 +569	+21%	+$207K	0.48%	55
2025 Q4	$931K	Buy	2,705 +124	+5%	+$45.4K	0.42%	55
2025 Q3	$1.05M	Sell	2,581 -10	-0.4%	-$3.93K	0.49%	48
2025 Q2	$928K	Hold	2,591	–	–	0.47%	51
2025 Q1	$950K	Sell	2,591 -2,767	-52%	-$1.08M	0.49%	49
2024 Q4	$2.08M	Buy	5,358 +269	+5%	+$110K	1.04%	21
2024 Q3	$2.06M	Sell	5,089 -8	-0.2%	-$2.92K	1.06%	20
2024 Q2	$1.75M	Buy	+5,097	New	+$1.74M	0.97%	23

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's HD Position: Q2 2026 in Review

Heritage Family Offices increased its Home Depot (HD) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 3,772 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #49.

Heritage Family Offices first reported a position in HD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q4 2024. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Heritage Family Offices held 3,772 shares of Home Depot worth $1.33M as of Q2 2026.
Heritage Family Offices bought 498 Home Depot shares in Q2 2026, an estimated $162K.
Home Depot made up 0.51% of Heritage Family Offices's portfolio in Q2 2026, its #49 holding.
Heritage Family Offices first reported a position in Home Depot in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Home Depot position peaked at $2.08M in Q4 2024.
4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.