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Milestones Private Investment Advisors’s Home Depot HD Stock Holding History

Milestones Private Investment 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 		$281K Hold
796
– – 0.22% 63
2026
Q1 		$262K Sell
796
-27
-3% -$9.84K 0.23% 66
2025
Q4 		$283K Sell
823
-3
-0.4% -$1.1K 0.19% 98
2025
Q3 		$335K Buy
826
+5
+0.6% +$1.97K 0.23% 91
2025
Q2 		$301K Buy
+821
New +$297K 0.22% 92

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

Milestones Private Investment Advisors's HD Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Home Depot (HD) position steady in Q2 2026 at 796 shares worth $281K. The position accounts for 0.22% of the portfolio, ranked #63.

Milestones Private Investment Advisors first reported a position in HD in Q2 2025 and has held it in 5 quarters since. The position peaked at $335K in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Milestones Private Investment Advisors held 796 shares of Home Depot worth $281K as of Q2 2026.
  • Milestones Private Investment Advisors left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.22% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Milestones Private Investment Advisors first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Home Depot position peaked at $335K in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.