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Herold Advisors’s Home Depot HD Stock Holding History

Herold 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 		$4.21M Buy
12,807
+155
+1% +$56.5K 0.93% 27
2025
Q4 		$4.35M Buy
12,652
+124
+1% +$45.4K 0.97% 22
2025
Q3 		$5.08M Buy
12,528
+1,380
+12% +$543K 1.18% 18
2025
Q2 		$4.09M Sell
11,148
-1,353
-11% -$490K 0.86% 28
2025
Q1 		$4.58M Sell
12,501
-637
-5% -$248K 1.01% 24
2024
Q4 		$5.11M Sell
13,138
-461
-3% -$188K 1.11% 20
2024
Q3 		$5.51M Sell
13,599
-66
-0.5% -$24.1K 1.2% 16
2024
Q2 		$4.7M Buy
13,665
+545
+4% +$186K 1.09% 18
2024
Q1 		$5.03M Sell
13,120
-192
-1% -$70.1K 1.22% 14
2023
Q4 		$4.61M Buy
13,312
+13
+0.1% +$4.03K 1.28% 12
2023
Q3 		$4.02M Buy
13,299
+469
+4% +$151K 1.22% 15
2023
Q2 		$3.99M Buy
12,830
+576
+5% +$170K 1.22% 16
2023
Q1 		$3.62M Buy
12,254
+152
+1% +$46.6K 1.25% 18
2022
Q4 		$3.82M Buy
12,102
+976
+9% +$297K 1.62% 9
2022
Q3 		$3.07M Hold
11,126
– – 1.48% 8
2022
Q2 		$3.05M Buy
11,126
+270
+2% +$79.7K 1.36% 13
2022
Q1 		$3.25M Buy
10,856
+666
+7% +$231K 1.16% 13
2021
Q4 		$4.23M Buy
10,190
+125
+1% +$47.6K 1.64% 7
2021
Q3 		$3.3M Buy
+10,065
New +$3.3M 1.29% 9

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

Herold Advisors's HD Position: Q1 2026 in Review

Herold Advisors increased its Home Depot (HD) stake by 1.2% in Q1 2026, buying an estimated $56.5K and bringing the position to 12,807 shares worth $4.21M. The position accounts for 0.93% of the portfolio, ranked #27.

Herold Advisors first reported a position in HD in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.51M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Herold Advisors held 12,807 shares of Home Depot worth $4.21M as of Q1 2026.
  • Herold Advisors bought 155 Home Depot shares in Q1 2026, an estimated $56.5K.
  • Home Depot made up 0.93% of Herold Advisors's portfolio in Q1 2026, its #27 holding.
  • Herold Advisors first reported a position in Home Depot in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Home Depot position peaked at $5.51M in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.