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Kestra Private Wealth Services’s Home Depot HD Stock Holding History

Kestra Private Wealth Services’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 		$41.2M Sell
116,925
-193
-0.2% -$62.8K 0.45% 34
2026
Q1 		$38.5M Buy
117,118
+647
+0.6% +$236K 0.47% 37
2025
Q4 		$40.1M Buy
116,471
+2,854
+3% +$1.05M 0.5% 31
2025
Q3 		$46M Buy
113,617
+1,803
+2% +$709K 0.6% 24
2025
Q2 		$41M Buy
111,814
+10,798
+11% +$3.91M 0.59% 26
2025
Q1 		$37M Buy
101,016
+5,830
+6% +$2.27M 0.62% 23
2024
Q4 		$37M Buy
95,186
+14,376
+18% +$5.87M 0.63% 25
2024
Q3 		$32.8M Sell
80,810
-7,209
-8% -$2.63M 0.6% 27
2024
Q2 		$30.3M Buy
88,019
+209
+0.2% +$71.3K 0.61% 29
2024
Q1 		$33.7M Buy
87,810
+1,700
+2% +$621K 0.76% 20
2023
Q4 		$29.8M Buy
86,110
+6,441
+8% +$1.99M 0.76% 17
2023
Q3 		$24.1M Buy
79,669
+3,024
+4% +$973K 0.76% 15
2023
Q2 		$23.8M Buy
76,645
+15,471
+25% +$4.57M 0.82% 14
2023
Q1 		$18.1M Buy
61,174
+6,468
+12% +$1.98M 0.72% 20
2022
Q4 		$17.3M Buy
54,706
+1,814
+3% +$553K 0.88% 9
2022
Q3 		$14.6M Buy
52,892
+1,483
+3% +$438K 0.84% 12
2022
Q2 		$14.1M Buy
51,409
+8,281
+19% +$2.44M 0.8% 12
2022
Q1 		$12.9M Sell
43,128
-1,664
-4% -$577K 0.64% 22
2021
Q4 		$18.6M Buy
44,792
+4,794
+12% +$1.83M 0.89% 10
2021
Q3 		$13.1M Buy
39,998
+3,483
+10% +$1.14M 0.73% 18
2021
Q2 		$11.6M Buy
36,515
+986
+3% +$314K 0.71% 20
2021
Q1 		$10.8M Buy
35,529
+1,029
+3% +$284K 0.76% 16
2020
Q4 		$9.15M Buy
34,500
+1,321
+4% +$363K 0.67% 22
2020
Q3 		$9.22M Buy
+33,179
New +$8.99M 0.8% 18

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

Kestra Private Wealth Services's HD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Home Depot (HD) stake by 0.16% in Q2 2026, selling an estimated $62.8K and leaving 116,925 shares worth $41.2M. The position accounts for 0.45% of the portfolio, ranked #34.

Kestra Private Wealth Services first reported a position in HD in Q3 2020 and has held it in 24 quarters since. The position peaked at $46M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Kestra Private Wealth Services held 116,925 shares of Home Depot worth $41.2M as of Q2 2026.
  • Kestra Private Wealth Services sold 193 Home Depot shares in Q2 2026, an estimated $62.8K.
  • Home Depot made up 0.45% of Kestra Private Wealth Services's portfolio in Q2 2026, its #34 holding.
  • Kestra Private Wealth Services first reported a position in Home Depot in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Home Depot position peaked at $46M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.