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Moss Adams Wealth Advisors’s Home Depot HD Stock Holding History

Moss Adams 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 		$2.53M Sell
7,160
-1,136
-14% -$370K 0.16% 46
2026
Q1 		$2.73M Buy
8,296
+251
+3% +$91.5K 0.2% 37
2025
Q4 		$2.77M Sell
8,045
-100
-1% -$36.6K 0.2% 39
2025
Q3 		$3.3M Sell
8,145
-110
-1% -$43.3K 0.26% 33
2025
Q2 		$3.03M Buy
8,255
+143
+2% +$51.7K 0.27% 34
2025
Q1 		$2.97M Buy
8,112
+1,085
+15% +$423K 0.31% 28
2024
Q4 		$2.73M Buy
7,027
+130
+2% +$53.1K 0.29% 29
2024
Q3 		$2.79M Buy
6,897
+932
+16% +$340K 0.31% 27
2024
Q2 		$2.05M Buy
5,965
+260
+5% +$88.7K 0.28% 31
2024
Q1 		$2.19M Buy
5,705
+4,806
+535% +$1.76M 0.35% 29
2023
Q4 		$312K Buy
899
+107
+14% +$33.1K 0.07% 79
2023
Q3 		$239K Buy
792
+24
+3% +$7.72K 0.08% 86
2023
Q2 		$239K Buy
768
+25
+3% +$7.38K 0.08% 81
2023
Q1 		$219K Sell
743
-46
-6% -$14.1K 0.07% 87
2022
Q4 		$249K Buy
+789
New +$240K 0.12% 86

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moss Adams Wealth Advisors's HD Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Home Depot (HD) stake by 14% in Q2 2026, selling an estimated $370K and leaving 7,160 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #46.

Moss Adams Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Moss Adams Wealth Advisors held 7,160 shares of Home Depot worth $2.53M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 1,136 Home Depot shares in Q2 2026, an estimated $370K.
  • Home Depot made up 0.16% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Moss Adams Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Home Depot position peaked at $3.3M in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.