New England Capital Financial Advisors’s Home Depot HD Stock Holding History

New England Capital Financial 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	$398K	Sell	1,130 -29	-3%	-$9.43K	0.1%	42
2026 Q1	$381K	Sell	1,159 -63	-5%	-$23K	0.1%	44
2025 Q4	$421K	Buy	1,222 +36	+3%	+$13.2K	0.16%	41
2025 Q3	$481K	Buy	1,186 +125	+12%	+$49.1K	0.2%	34
2025 Q2	$389K	Buy	1,061 +1	+0.1%	+$362	0.18%	36
2025 Q1	$388K	Buy	1,060 +1	+0.1%	+$390	0.2%	37
2024 Q4	$412K	Hold	1,059	–	–	0.2%	36
2024 Q3	$429K	Buy	1,059 +1	+0.1%	+$365	0.22%	32
2024 Q2	$364K	Buy	1,058 +306	+41%	+$104K	0.2%	37
2024 Q1	$289K	Buy	752 +1	+0.1%	+$365	0.16%	44
2023 Q4	$260K	Hold	751	–	–	0.16%	46
2023 Q3	$227K	Buy	751 +1	+0.1%	+$322	0.16%	46
2023 Q2	$233K	Sell	750 -61	-8%	-$18K	0.15%	47
2023 Q1	$239K	Sell	811 -94	-10%	-$28.8K	0.17%	49
2022 Q4	$285K	Buy	+905	New	+$276K	0.2%	43

Other funds holding HD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New England Capital Financial Advisors's HD Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Home Depot (HD) stake by 2.5% in Q2 2026, selling an estimated $9.43K and leaving 1,130 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #42.

New England Capital Financial Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $481K in Q3 2025. 2,290 funds tracked by Wall St. Rank hold HD as of Q2 2026.

New England Capital Financial Advisors held 1,130 shares of Home Depot worth $398K as of Q2 2026.
New England Capital Financial Advisors sold 29 Home Depot shares in Q2 2026, an estimated $9.43K.
Home Depot made up 0.1% of New England Capital Financial Advisors's portfolio in Q2 2026, its #42 holding.
New England Capital Financial Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Home Depot position peaked at $481K in Q3 2025.
2,290 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.