N.E.W. Advisory Services’s Home Depot HD Stock Holding History

N.E.W. 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	$332K	Sell	941 -230	-20%	-$74.8K	0.02%	179
2026 Q1	$385K	Buy	1,171 +343	+41%	+$125K	0.03%	150
2025 Q4	$285K	Sell	828 -2	-0.2%	-$733	0.02%	175
2025 Q3	$336K	Hold	830	–	–	0.03%	144
2025 Q2	$304K	Sell	830 -38	-4%	-$13.8K	0.03%	148
2025 Q1	$318K	Buy	868 +21	+2%	+$8.18K	0.02%	165
2024 Q4	$329K	Buy	847 +4	+0.5%	+$1.63K	0.03%	146
2024 Q3	$342K	Sell	843 -25	-3%	-$9.12K	0.03%	136
2024 Q2	$299K	Sell	868 -31	-3%	-$10.6K	0.03%	139
2024 Q1	$345K	Hold	899	–	–	0.04%	128
2023 Q4	$312K	Hold	899	–	–	0.04%	127
2023 Q3	$272K	Sell	899 -17	-2%	-$5.47K	0.04%	125
2023 Q2	$285K	Sell	916 -69	-7%	-$20.4K	0.04%	109
2023 Q1	$291K	Buy	985 +14	+1%	+$4.29K	0.04%	107
2022 Q4	$307K	Buy	971 +71	+8%	+$21.6K	0.05%	104
2022 Q3	$248K	Sell	900 -62	-6%	-$18.3K	0.04%	113
2022 Q2	$264K	Buy	962 +44	+5%	+$13K	0.05%	110
2022 Q1	$280K	Sell	918 -124	-12%	-$43K	0.05%	106
2021 Q4	$432K	Buy	1,042 +1	+0.1%	+$381	0.07%	93
2021 Q3	$342K	Buy	1,041 +120	+13%	+$39.4K	0.06%	102
2021 Q2	$293K	Buy	921 +3	+0.3%	+$954	0.05%	107
2021 Q1	$283K	Buy	918 +66	+8%	+$18.2K	0.05%	107
2020 Q4	$228K	Buy	+852	New	+$234K	0.05%	123

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

N.E.W. Advisory Services's HD Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Home Depot (HD) stake by 20% in Q2 2026, selling an estimated $74.8K and leaving 941 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #179.

N.E.W. Advisory Services first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $432K in Q4 2021. 2,764 funds tracked by Wall St. Rank hold HD as of Q2 2026.

N.E.W. Advisory Services held 941 shares of Home Depot worth $332K as of Q2 2026.
N.E.W. Advisory Services sold 230 Home Depot shares in Q2 2026, an estimated $74.8K.
Home Depot made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #179 holding.
N.E.W. Advisory Services first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's Home Depot position peaked at $432K in Q4 2021.
2,764 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.