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Mason Investment Advisory Services’s Home Depot HD Stock Holding History

Mason Investment Advisory 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
Q1 		$269K Buy
819
+29
+4% +$10.6K 0.01% 64
2025
Q4 		$272K Hold
790
– – 0.01% 67
2025
Q3 		$320K Sell
790
-225
-22% -$88.5K 0.02% 62
2025
Q2 		$372K Sell
1,015
-6
-0.6% -$2.17K 0.02% 53
2025
Q1 		$374K Sell
1,021
-276
-21% -$108K 0.02% 53
2024
Q4 		$504K Sell
1,297
-13
-1% -$5.31K 0.03% 46
2024
Q3 		$531K Buy
1,310
+7
+0.5% +$2.55K 0.03% 41
2024
Q2 		$449K Buy
1,303
+28
+2% +$9.55K 0.03% 45
2024
Q1 		$489K Hold
1,275
– – 0.03% 40
2023
Q4 		$442K Hold
1,275
– – 0.03% 41
2023
Q3 		$385K Buy
1,275
+42
+3% +$13.5K 0.04% 40
2023
Q2 		$383K Sell
1,233
-8
-0.6% -$2.36K 0.03% 38
2023
Q1 		$366K Sell
1,241
-110
-8% -$33.7K 0.03% 38
2022
Q4 		$427K Buy
1,351
+105
+8% +$32K 0.04% 46
2022
Q3 		$344K Buy
1,246
+12
+1% +$3.54K 0.04% 52
2022
Q2 		$338K Buy
1,234
+11
+0.9% +$3.25K 0.03% 52
2022
Q1 		$366K Hold
1,223
– – 0.03% 77
2021
Q4 		$508K Buy
1,223
+83
+7% +$31.6K 0.04% 71
2021
Q3 		$374K Hold
1,140
– – 0.04% 75
2021
Q2 		$364K Hold
1,140
– – 0.04% 74
2021
Q1 		$348K Hold
1,140
– – 0.04% 72
2020
Q4 		$303K Hold
1,140
– – 0.04% 75
2020
Q3 		$317K Hold
1,140
– – 0.05% 67
2020
Q2 		$286K Sell
1,140
-19
-2% -$4.35K 0.04% 71
2020
Q1 		$216K Buy
1,159
+19
+2% +$4.17K 0.04% 79
2019
Q4 		$249K Hold
1,140
– – 0.04% 80
2019
Q3 		$265K Hold
1,140
– – 0.04% 78
2019
Q2 		$237K Hold
1,140
– – 0.04% 78
2019
Q1 		$219K Buy
+1,140
New +$209K 0.06% 76

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mason Investment Advisory Services's HD Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Home Depot (HD) stake by 3.7% in Q1 2026, buying an estimated $10.6K and bringing the position to 819 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #64.

Mason Investment Advisory Services first reported a position in HD in Q1 2019 and has held it in 29 quarters since. The position peaked at $531K in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Mason Investment Advisory Services held 819 shares of Home Depot worth $269K as of Q1 2026.
  • Mason Investment Advisory Services bought 29 Home Depot shares in Q1 2026, an estimated $10.6K.
  • Home Depot made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #64 holding.
  • Mason Investment Advisory Services first reported a position in Home Depot in Q1 2019 and has held it in 29 quarters since.
  • Mason Investment Advisory Services's Home Depot position peaked at $531K in Q3 2024.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.