Kapstone Financial Advisors’s Home Depot HD Stock Holding History

Kapstone Financial 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	$632K	Sell	1,792 -44	-2%	-$14.3K	0.26%	68
2026 Q1	$604K	Buy	1,836 +102	+6%	+$37.2K	0.3%	61
2025 Q4	$597K	Hold	1,734	–	–	0.3%	53
2025 Q3	$703K	Hold	1,734	–	–	0.33%	44
2025 Q2	$636K	Sell	1,734 -5	-0.3%	-$1.81K	0.32%	47
2025 Q1	$637K	Sell	1,739 -2	-0.1%	-$779	0.36%	43
2024 Q4	$720K	Hold	1,741	–	–	0.38%	41
2024 Q3	$696K	Hold	1,741	–	–	0.42%	43
2024 Q2	$599K	Hold	1,741	–	–	0.39%	49
2024 Q1	$668K	Sell	1,741 -25	-1%	-$9.13K	0.45%	41
2023 Q4	$620K	Sell	1,766 -16	-0.9%	-$4.96K	0.49%	39
2023 Q3	$538K	Hold	1,782	–	–	0.49%	43
2023 Q2	$592K	Sell	1,782 -24	-1%	-$7.09K	0.49%	45
2023 Q1	$528K	Hold	1,806	–	–	0.48%	47
2022 Q4	$614K	Buy	+1,806	New	+$550K	0.56%	39

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kapstone Financial Advisors's HD Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Home Depot (HD) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 1,792 shares worth $632K. The position accounts for 0.26% of the portfolio, ranked #68.

Kapstone Financial Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $720K in Q4 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Kapstone Financial Advisors held 1,792 shares of Home Depot worth $632K as of Q2 2026.
Kapstone Financial Advisors sold 44 Home Depot shares in Q2 2026, an estimated $14.3K.
Home Depot made up 0.26% of Kapstone Financial Advisors's portfolio in Q2 2026, its #68 holding.
Kapstone Financial Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Home Depot position peaked at $720K in Q4 2024.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.