LFWA
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LiftPoint Family Wealth Advisors’s Home Depot HD Stock Holding History

LiftPoint Family 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 		$398K Buy
+1,128
New +$367K 0.27% 47
2026
Q1 		– Sell
-1,093
Closed -$376K – 57
2025
Q4 		$376K Buy
+1,093
New +$400K 0.32% 33

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 $3.38T AUM 44.17% 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

LiftPoint Family Wealth Advisors's HD Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in Home Depot (HD) in Q2 2026: 1,128 shares worth $398K. The stake represents 0.27% of the portfolio and ranks #47 among its holdings. This is a return to the name: LiftPoint Family Wealth Advisors previously reported a position in HD as recently as Q4 2025.

LiftPoint Family Wealth Advisors first reported a position in HD in Q4 2025 and has held it in 2 quarters since. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 1,128 shares of Home Depot worth $398K as of Q2 2026.
  • Home Depot was a new LiftPoint Family Wealth Advisors position in Q2 2026.
  • Home Depot made up 0.27% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • LiftPoint Family Wealth Advisors first reported a position in Home Depot in Q4 2025 and has held it in 2 quarters since.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.