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Medallion Wealth Advisors’s Home Depot HD Stock Holding History

Medallion 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
Q1 		$799K Buy
2,431
+140
+6% +$51K 0.26% 85
2025
Q4 		$788K Buy
2,291
+75
+3% +$27.5K 0.26% 88
2025
Q3 		$898K Sell
2,216
-62
-3% -$24.4K 0.32% 76
2025
Q2 		$848K Buy
2,278
+38
+2% +$13.8K 0.33% 75
2025
Q1 		$819K Buy
2,240
+96
+4% +$37.4K 0.37% 65
2024
Q4 		$827K Buy
+2,144
New +$876K 0.41% 61

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

Medallion Wealth Advisors's HD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Home Depot (HD) stake by 6.1% in Q1 2026, buying an estimated $51K and bringing the position to 2,431 shares worth $799K. The position accounts for 0.26% of the portfolio, ranked #85.

Medallion Wealth Advisors first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $898K in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Medallion Wealth Advisors held 2,431 shares of Home Depot worth $799K as of Q1 2026.
  • Medallion Wealth Advisors bought 140 Home Depot shares in Q1 2026, an estimated $51K.
  • Home Depot made up 0.26% of Medallion Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • Medallion Wealth Advisors first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Home Depot position peaked at $898K in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.