IWA
HD icon

Icon Wealth Advisors’s Home Depot HD Stock Holding History

Icon 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
Q2 		$5.71M Buy
16,182
+1,919
+13% +$624K 0.34% 54
2026
Q1 		$4.6M Sell
14,263
-1,761
-11% -$642K 0.3% 56
2025
Q4 		$5.59M Sell
16,024
-122
-0.8% -$44.7K 0.37% 51
2025
Q3 		$6.54M Sell
16,146
-406
-2% -$160K 0.44% 45
2025
Q2 		$6.07M Buy
16,552
+825
+5% +$299K 0.43% 46
2025
Q1 		$5.76M Sell
15,727
-76
-0.5% -$29.6K 0.47% 47
2024
Q4 		$6.15M Buy
15,803
+211
+1% +$86.2K 0.51% 43
2024
Q3 		$6.32M Buy
15,592
+690
+5% +$252K 0.53% 38
2024
Q2 		$5.49M Buy
14,902
+1,597
+12% +$545K 0.49% 41
2024
Q1 		$5.1M Buy
13,305
+3,257
+32% +$1.19M 0.47% 41
2023
Q4 		$3.48M Buy
+10,048
New +$3.11M 0.36% 56
2022
Q4 		$6.44M Buy
20,386
+162
+0.8% +$49.4K 0.74% 27
2022
Q3 		$5.58M Buy
+20,224
New +$5.97M 0.68% 31

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

Icon Wealth Advisors's HD Position: Q2 2026 in Review

Icon Wealth Advisors increased its Home Depot (HD) stake by 13% in Q2 2026, buying an estimated $624K and bringing the position to 16,182 shares worth $5.71M. The position accounts for 0.34% of the portfolio, ranked #54.

Icon Wealth Advisors first reported a position in HD in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.54M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Icon Wealth Advisors held 16,182 shares of Home Depot worth $5.71M as of Q2 2026.
  • Icon Wealth Advisors bought 1,919 Home Depot shares in Q2 2026, an estimated $624K.
  • Home Depot made up 0.34% of Icon Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Icon Wealth Advisors first reported a position in Home Depot in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Home Depot position peaked at $6.54M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.