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High Net Worth Advisory Group’s Home Depot HD Stock Holding History

High Net Worth Advisory Group’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 		$3.44M Sell
9,766
-225
-2% -$73.2K 0.73% 31
2026
Q1 		$3.29M Buy
9,991
+22
+0.2% +$8.02K 0.77% 32
2025
Q4 		$3.43M Sell
9,969
-20
-0.2% -$7.33K 0.79% 32
2025
Q3 		$4.05M Buy
9,989
+152
+2% +$59.8K 0.97% 26
2025
Q2 		$3.61M Hold
9,837
– – 0.95% 28
2025
Q1 		$3.61M Hold
9,837
– – 1.02% 27
2024
Q4 		$3.83M Sell
9,837
-47
-0.5% -$19.2K 1.07% 24
2024
Q3 		$4M Buy
9,884
+34
+0.3% +$12.4K 1.1% 24
2024
Q2 		$3.39M Sell
9,850
-36
-0.4% -$12.3K 1.03% 25
2024
Q1 		$3.79M Buy
9,886
+1,381
+16% +$505K 1.19% 24
2023
Q4 		$2.95M Buy
8,505
+12
+0.1% +$3.72K 1.09% 21
2023
Q3 		$2.57M Buy
8,493
+58
+0.7% +$18.7K 1.03% 23
2023
Q2 		$2.62M Buy
8,435
+229
+3% +$67.6K 1.02% 22
2023
Q1 		$2.42M Sell
8,206
-397
-5% -$122K 0.99% 21
2022
Q4 		$2.72M Sell
8,603
-151
-2% -$46K 1.06% 16
2022
Q3 		$2.42M Sell
8,754
-405
-4% -$120K 1.03% 19
2022
Q2 		$2.51M Buy
9,159
+1,121
+14% +$331K 1.04% 16
2022
Q1 		$2.41M Buy
8,038
+88
+1% +$30.5K 0.87% 24
2021
Q4 		$3.3M Buy
+7,950
New +$3.03M 1.15% 18

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

High Net Worth Advisory Group's HD Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Home Depot (HD) stake by 2.3% in Q2 2026, selling an estimated $73.2K and leaving 9,766 shares worth $3.44M. The position accounts for 0.73% of the portfolio, ranked #31.

High Net Worth Advisory Group first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • High Net Worth Advisory Group held 9,766 shares of Home Depot worth $3.44M as of Q2 2026.
  • High Net Worth Advisory Group sold 225 Home Depot shares in Q2 2026, an estimated $73.2K.
  • Home Depot made up 0.73% of High Net Worth Advisory Group's portfolio in Q2 2026, its #31 holding.
  • High Net Worth Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Home Depot position peaked at $4.05M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.