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Kelleher Financial Advisors’s Home Depot HD Stock Holding History

Kelleher 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 		$347K Buy
984
+263
+36% +$85.6K 0.05% 218
2026
Q1 		$260K Buy
721
+107
+17% +$39K 0.07% 174
2025
Q4 		$211K Buy
614
+117
+24% +$42.9K 0.05% 211
2025
Q3 		$201K Sell
497
-224
-31% -$88.1K 0.05% 181
2025
Q2 		$265K Sell
721
-24
-3% -$8.69K 0.09% 116
2025
Q1 		$273K Sell
745
-23
-3% -$8.96K 0.11% 103
2024
Q4 		$299K Sell
768
-43
-5% -$17.6K 0.11% 94
2024
Q3 		$329K Hold
811
– – 0.13% 91
2024
Q2 		$279K Hold
811
– – 0.11% 95
2024
Q1 		$311K Hold
811
– – 0.13% 95
2023
Q4 		$281K Hold
811
– – 0.13% 85
2023
Q3 		$245K Buy
811
+130
+19% +$41.8K 0.13% 89
2023
Q2 		$212K Hold
681
– – 0.12% 99
2023
Q1 		$201K Hold
681
– – 0.13% 98
2022
Q4 		$215K Buy
+681
New +$207K 0.16% 83
2022
Q3 		– Sell
-1,431
Closed -$392K – 131
2022
Q2 		$392K Buy
1,431
+750
+110% +$221K 0.18% 88
2022
Q1 		$203K Buy
681
+22
+3% +$7.63K 0.11% 109
2021
Q4 		$273K Sell
659
-800
-55% -$305K 0.15% 103
2021
Q3 		$478K Buy
1,459
+800
+121% +$263K 0.21% 100
2021
Q2 		$210K Sell
659
-120
-15% -$38.2K 0.12% 117
2021
Q1 		$237K Buy
+779
New +$215K 0.15% 98
2016
Q2 		– Sell
-685
Closed -$91K – 163
2016
Q1 		$91K Buy
+685
New +$85.4K 0.05% 156

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

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

Kelleher Financial Advisors increased its Home Depot (HD) stake by 36% in Q2 2026, buying an estimated $85.6K and bringing the position to 984 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #218.

Kelleher Financial Advisors first reported a position in HD in Q1 2016 and has held it in 22 quarters since. The position peaked at $478K in Q3 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Kelleher Financial Advisors held 984 shares of Home Depot worth $347K as of Q2 2026.
  • Kelleher Financial Advisors bought 263 Home Depot shares in Q2 2026, an estimated $85.6K.
  • Home Depot made up 0.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Kelleher Financial Advisors first reported a position in Home Depot in Q1 2016 and has held it in 22 quarters since.
  • Kelleher Financial Advisors's Home Depot position peaked at $478K in Q3 2021.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.