IAA
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Independent Advisor Alliance’s Home Depot HD Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-5
Closed -$3K – 616
2020
Q4 		$3K Buy
+5
New +$1.37K ﹤0.01% 560

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's HD Position: Q2 2026 in Review

Independent Advisor Alliance increased its Home Depot (HD) stake by 19% in Q2 2026, buying an estimated $5.37M and bringing the position to 103,377 shares worth $36.5M. The position accounts for 0.85% of the portfolio, ranked #16.

Independent Advisor Alliance first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $43.5M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Independent Advisor Alliance held 103,377 shares of Home Depot worth $36.5M as of Q2 2026.
  • Independent Advisor Alliance bought 16,502 Home Depot shares in Q2 2026, an estimated $5.37M.
  • Home Depot made up 0.85% of Independent Advisor Alliance's portfolio in Q2 2026, its #16 holding.
  • Independent Advisor Alliance first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Home Depot position peaked at $43.5M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.