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Kingswood Wealth Advisors’s Home Depot HD Stock Holding History

Kingswood Wealth 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 		$7.18M Sell
20,363
-2,096
-9% -$682K 0.29% 72
2026
Q1 		$7.39M Buy
22,459
+81
+0.4% +$29.5K 0.35% 57
2025
Q4 		$7.7M Buy
22,378
+10,250
+85% +$3.75M 0.37% 51
2025
Q3 		$4.91M Buy
12,128
+2,976
+33% +$1.17M 0.3% 82
2025
Q2 		$3.36M Sell
9,152
-84
-0.9% -$30.4K 0.27% 87
2025
Q1 		$3.38M Sell
9,236
-860
-9% -$335K 0.31% 74
2024
Q4 		$3.93M Sell
10,096
-7,311
-42% -$2.99M 0.29% 67
2024
Q3 		$7.05M Buy
17,407
+2,756
+19% +$1.01M 0.5% 33
2024
Q2 		$5.04M Buy
14,651
+3,696
+34% +$1.26M 0.45% 37
2024
Q1 		$4.2M Sell
10,955
-1,809
-14% -$661K 0.48% 34
2023
Q4 		$4.42M Buy
12,764
+9,469
+287% +$2.93M 0.5% 36
2023
Q3 		$3.11M Sell
3,295
-586
-15% -$188K 0.53% 44
2023
Q2 		$1.21M Buy
+3,881
New +$1.15M 0.38% 64

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

Kingswood Wealth Advisors's HD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Home Depot (HD) stake by 9.3% in Q2 2026, selling an estimated $682K and leaving 20,363 shares worth $7.18M. The position accounts for 0.29% of the portfolio, ranked #72.

Kingswood Wealth Advisors first reported a position in HD in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.7M in Q4 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Kingswood Wealth Advisors held 20,363 shares of Home Depot worth $7.18M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,096 Home Depot shares in Q2 2026, an estimated $682K.
  • Home Depot made up 0.29% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Kingswood Wealth Advisors first reported a position in Home Depot in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Home Depot position peaked at $7.7M in Q4 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.