HWA
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Heritage Wealth Advisors’s Home Depot HD Stock Holding History

Heritage 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
Q1 		$27.6M Sell
83,921
-17,663
-17% -$6.44M 1.08% 24
2025
Q4 		$35M Buy
101,584
+5,587
+6% +$2.05M 1.33% 25
2025
Q3 		$38.9M Buy
95,997
+2,237
+2% +$880K 1.7% 21
2025
Q2 		$34.4M Buy
93,760
+905
+1% +$327K 1.63% 23
2025
Q1 		$34M Buy
92,855
+2,937
+3% +$1.14M 1.72% 24
2024
Q4 		$35M Sell
89,918
-3,936
-4% -$1.61M 1.73% 23
2024
Q3 		$38M Buy
93,854
+2,056
+2% +$750K 1.78% 23
2024
Q2 		$31.6M Buy
91,798
+4,324
+5% +$1.47M 1.43% 26
2024
Q1 		$33.6M Buy
87,474
+3,541
+4% +$1.29M 1.53% 26
2023
Q4 		$29.1M Sell
83,933
-3,859
-4% -$1.2M 1.45% 26
2023
Q3 		$26.5M Buy
87,792
+804
+0.9% +$259K 1.45% 26
2023
Q2 		$27M Buy
86,988
+2,471
+3% +$730K 1.43% 26
2023
Q1 		$24.9M Buy
84,517
+4,404
+5% +$1.35M 1.39% 26
2022
Q4 		$25.3M Buy
80,113
+2,795
+4% +$851K 1.47% 23
2022
Q3 		$21.3M Buy
77,318
+4,800
+7% +$1.42M 1.55% 26
2022
Q2 		$19.9M Buy
72,518
+17,349
+31% +$5.12M 1.38% 26
2022
Q1 		$16.5M Buy
55,169
+4,775
+9% +$1.66M 0.91% 30
2021
Q4 		$20.9M Sell
50,394
-8,669
-15% -$3.3M 1.15% 20
2021
Q3 		$19.4M Buy
59,063
+3,053
+5% +$1M 1.19% 16
2021
Q2 		$17.9M Buy
56,010
+6,736
+14% +$2.14M 1.1% 21
2021
Q1 		$15M Buy
49,274
+10,217
+26% +$2.82M 0.91% 20
2020
Q4 		$10.4M Buy
39,057
+6,200
+19% +$1.7M 0.65% 28
2020
Q3 		$9.12M Buy
32,857
+119
+0.4% +$32.2K 1.18% 24
2020
Q2 		$8.2M Buy
32,738
+10,000
+44% +$2.29M 1.15% 25
2020
Q1 		$4.25M Buy
22,738
+16,054
+240% +$3.52M 0.76% 26
2019
Q4 		$1.46M Buy
6,684
+596
+10% +$135K 0.19% 50
2019
Q3 		$1.41M Buy
6,088
+1,575
+35% +$344K 0.21% 48
2019
Q2 		$939K Buy
4,513
+1,779
+65% +$355K 0.14% 67
2019
Q1 		$525K Buy
2,734
+148
+6% +$27.1K 0.09% 77
2018
Q4 		$444K Sell
2,586
-19
-0.7% -$3.41K 0.09% 82
2018
Q3 		$539K Buy
2,605
+150
+6% +$30.2K 0.11% 76
2018
Q2 		$479K Buy
2,455
+200
+9% +$37.4K 0.18% 74
2018
Q1 		$401K Sell
2,255
-116
-5% -$21.8K 0.17% 80
2017
Q4 		$451K Buy
2,371
+24
+1% +$4.14K 0.19% 75
2017
Q3 		$383K Buy
2,347
+650
+38% +$99.7K 0.19% 77
2017
Q2 		$260K Hold
1,697
– – 0.13% 86
2017
Q1 		$248K Hold
1,697
– – 0.13% 86
2016
Q4 		$229K Sell
1,697
-167
-9% -$21.5K 0.15% 76
2016
Q3 		$240K Buy
1,864
+284
+18% +$37.8K 0.17% 77
2016
Q2 		$202K Buy
+1,580
New +$209K 0.14% 94

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Advisors's HD Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Home Depot (HD) stake by 17% in Q1 2026, selling an estimated $6.44M and leaving 83,921 shares worth $27.6M. The position accounts for 1.08% of the portfolio, ranked #24.

Heritage Wealth Advisors first reported a position in HD in Q2 2016 and has held it in 40 quarters since. The position peaked at $38.9M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Heritage Wealth Advisors held 83,921 shares of Home Depot worth $27.6M as of Q1 2026.
  • Heritage Wealth Advisors sold 17,663 Home Depot shares in Q1 2026, an estimated $6.44M.
  • Home Depot made up 1.08% of Heritage Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Heritage Wealth Advisors first reported a position in Home Depot in Q2 2016 and has held it in 40 quarters since.
  • Heritage Wealth Advisors's Home Depot position peaked at $38.9M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.