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Investment Advisory Group’s Home Depot HD Stock Holding History

Investment 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 		$282K Buy
800
+71
+10% +$23.1K 0.06% 170
2026
Q1 		$240K Buy
729
+26
+4% +$9.47K 0.06% 169
2025
Q4 		$242K Sell
703
-259
-27% -$94.9K 0.06% 169
2025
Q3 		$390K Hold
962
– – 0.11% 121
2025
Q2 		$353K Buy
962
+238
+33% +$86.1K 0.11% 123
2025
Q1 		$265K Buy
724
+29
+4% +$11.3K 0.09% 138
2024
Q4 		$270K Buy
695
+5
+0.7% +$2.04K 0.09% 134
2024
Q3 		$279K Buy
690
+30
+5% +$10.9K 0.1% 136
2024
Q2 		$227K Sell
660
-2
-0.3% -$682 0.09% 145
2024
Q1 		$254K Buy
662
+9
+1% +$3.29K 0.1% 132
2023
Q4 		$226K Sell
653
-19
-3% -$5.88K 0.1% 134
2023
Q3 		$203K Buy
672
+24
+4% +$7.72K 0.11% 139
2023
Q2 		$201K Sell
648
-100
-13% -$29.5K 0.1% 141
2023
Q1 		$221K Hold
748
– – 0.13% 124
2022
Q4 		$236K Buy
+748
New +$228K 0.14% 121
2022
Q1 		– Sell
-625
Closed -$222K – 132
2021
Q4 		$222K Buy
+625
New +$238K 0.14% 112

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

Investment Advisory Group's HD Position: Q2 2026 in Review

Investment Advisory Group increased its Home Depot (HD) stake by 9.7% in Q2 2026, buying an estimated $23.1K and bringing the position to 800 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #170.

Investment Advisory Group first reported a position in HD in Q4 2021 and has held it in 16 quarters since. The position peaked at $390K in Q3 2025. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Investment Advisory Group held 800 shares of Home Depot worth $282K as of Q2 2026.
  • Investment Advisory Group bought 71 Home Depot shares in Q2 2026, an estimated $23.1K.
  • Home Depot made up 0.06% of Investment Advisory Group's portfolio in Q2 2026, its #170 holding.
  • Investment Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 16 quarters since.
  • Investment Advisory Group's Home Depot position peaked at $390K in Q3 2025.
  • 4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.