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Level Financial Advisors’s Home Depot HD Stock Holding History

Level 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 		$263K Sell
745
-5
-0.7% -$1.63K 0.06% 85
2026
Q1 		$247K Sell
750
-52
-6% -$18.9K 0.06% 82
2025
Q4 		$276K Buy
802
+201
+33% +$73.6K 0.07% 81
2025
Q3 		$243K Buy
601
+1
+0.2% +$393 0.07% 88
2025
Q2 		$220K Buy
600
+2
+0.3% +$724 0.07% 88
2025
Q1 		$219K Sell
598
-49
-8% -$19.1K 0.07% 83
2024
Q4 		$252K Buy
647
+37
+6% +$15.1K 0.09% 74
2024
Q3 		$247K Buy
+610
New +$222K 0.09% 71
2024
Q1 		– Sell
-476
Closed -$165K – 144
2023
Q4 		$165K Sell
476
-21
-4% -$6.5K 0.08% 69
2023
Q3 		$150K Hold
497
– – 0.08% 65
2023
Q2 		$154K Buy
497
+21
+4% +$6.2K 0.09% 65
2023
Q1 		$140K Sell
476
-4
-0.8% -$1.23K 0.08% 61
2022
Q4 		$152K Buy
480
+4
+0.8% +$1.22K 0.1% 56
2022
Q3 		$131K Sell
476
-129
-21% -$38.1K 0.1% 62
2022
Q2 		$166K Sell
605
-78
-11% -$23K 0.12% 51
2022
Q1 		$204K Sell
683
-38
-5% -$13.2K 0.16% 43
2021
Q4 		$299K Buy
+721
New +$274K 0.23% 34

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

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

Level Financial Advisors reduced its Home Depot (HD) stake by 0.67% in Q2 2026, selling an estimated $1.63K and leaving 745 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #85.

Level Financial Advisors first reported a position in HD in Q4 2021 and has held it in 17 quarters since. The position peaked at $299K in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Level Financial Advisors held 745 shares of Home Depot worth $263K as of Q2 2026.
  • Level Financial Advisors sold 5 Home Depot shares in Q2 2026, an estimated $1.63K.
  • Home Depot made up 0.06% of Level Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Level Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 17 quarters since.
  • Level Financial Advisors's Home Depot position peaked at $299K in Q4 2021.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.