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My Personal CFO LLC’s Home Depot HD Stock Holding History

My Personal CFO LLC’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 		$294K Sell
834
-12
-1% -$3.9K 0.11% 81
2026
Q1 		$278K Sell
846
-222
-21% -$80.9K 0.12% 77
2025
Q4 		$367K Buy
+1,068
New +$391K 0.15% 73
2025
Q3 		– Sell
-1,967
Closed -$721K – 122
2025
Q2 		$721K Sell
1,967
-11
-0.6% -$3.98K 0.33% 49
2025
Q1 		$725K Sell
1,978
-14
-0.7% -$5.46K 0.37% 45
2024
Q4 		$775K Hold
1,992
– – 0.4% 47
2024
Q3 		$807K Sell
1,992
-120
-6% -$43.8K 0.44% 44
2024
Q2 		$727K Sell
2,112
-7
-0.3% -$2.39K 0.39% 48
2024
Q1 		$813K Buy
2,119
+10
+0.5% +$3.65K 0.47% 46
2023
Q4 		$731K Buy
2,109
+49
+2% +$15.2K 0.48% 46
2023
Q3 		$622K Hold
2,060
– – 0.5% 47
2023
Q2 		$640K Sell
2,060
-5
-0.2% -$1.48K 0.5% 45
2023
Q1 		$609K Buy
2,065
+1,464
+244% +$449K 0.52% 43
2022
Q4 		$653K Hold
601
– – 0.6% 36
2022
Q3 		$569K Sell
601
-861
-59% -$254K 0.86% 29
2022
Q2 		$401K Buy
1,462
+113
+8% +$33.4K 0.51% 38
2022
Q1 		$404K Sell
1,349
-96
-7% -$33.3K 0.42% 38
2021
Q4 		$600K Buy
+1,445
New +$550K 0.52% 35

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

My Personal CFO LLC's HD Position: Q2 2026 in Review

My Personal CFO LLC reduced its Home Depot (HD) stake by 1.4% in Q2 2026, selling an estimated $3.9K and leaving 834 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #81.

My Personal CFO LLC first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $813K in Q1 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • My Personal CFO LLC held 834 shares of Home Depot worth $294K as of Q2 2026.
  • My Personal CFO LLC sold 12 Home Depot shares in Q2 2026, an estimated $3.9K.
  • Home Depot made up 0.11% of My Personal CFO LLC's portfolio in Q2 2026, its #81 holding.
  • My Personal CFO LLC first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Home Depot position peaked at $813K in Q1 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.