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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
Q2 		$279K Sell
790
-29
-4% -$9.43K 0.01% 69
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 $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

Mason Investment Advisory Services's HD Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Home Depot (HD) stake by 3.5% in Q2 2026, selling an estimated $9.43K and leaving 790 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #69.

Mason Investment Advisory Services first reported a position in HD in Q1 2019 and has held it in 30 quarters since. The position peaked at $531K in Q3 2024. 4,109 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Mason Investment Advisory Services held 790 shares of Home Depot worth $279K as of Q2 2026.
  • Mason Investment Advisory Services sold 29 Home Depot shares in Q2 2026, an estimated $9.43K.
  • Home Depot made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #69 holding.
  • Mason Investment Advisory Services first reported a position in Home Depot in Q1 2019 and has held it in 30 quarters since.
  • Mason Investment Advisory Services's Home Depot position peaked at $531K in Q3 2024.
  • 4,109 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.