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Phoenix Wealth Advisors’s Home Depot HD Stock Holding History

Phoenix 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 		$2.29M Sell
6,507
-141
-2% -$45.9K 0.77% 31
2026
Q1 		$2.19M Sell
6,648
-238
-3% -$86.7K 0.86% 32
2025
Q4 		$2.37M Sell
6,886
-35
-0.5% -$12.8K 0.91% 31
2025
Q3 		$2.8M Sell
6,921
-941
-12% -$370K 1.08% 23
2025
Q2 		$2.88M Sell
7,862
-353
-4% -$128K 1.21% 22
2025
Q1 		$3.01M Sell
8,215
-192
-2% -$74.8K 1.31% 22
2024
Q4 		$3.27M Sell
8,407
-83
-1% -$33.9K 1.42% 19
2024
Q3 		$3.44M Sell
8,490
-594
-7% -$217K 1.6% 15
2024
Q2 		$3.13M Sell
9,084
-154
-2% -$52.5K 1.57% 20
2024
Q1 		$3.54M Sell
9,238
-542
-6% -$198K 2.16% 12
2023
Q4 		$3.37M Sell
9,780
-341
-3% -$106K 2.35% 9
2023
Q3 		$3.06M Buy
10,121
+116
+1% +$37.3K 1.8% 12
2023
Q2 		$3.11M Sell
10,005
-577
-5% -$170K 1.81% 11
2023
Q1 		$3.12M Buy
10,582
+55
+0.5% +$16.9K 1.93% 11
2022
Q4 		$3.33M Sell
10,527
-73
-0.7% -$22.2K 2% 8
2022
Q3 		$2.92M Buy
10,600
+148
+1% +$43.7K 2.93% 4
2022
Q2 		$2.87M Buy
10,452
+63
+0.6% +$18.6K 2.83% 7
2022
Q1 		$3.1M Sell
10,389
-15
-0.1% -$5.2K 3.21% 9
2021
Q4 		$4.32M Buy
10,404
+339
+3% +$129K 3.26% 3
2021
Q3 		$3.3M Buy
10,065
+8,340
+483% +$2.74M 2.47% 3
2021
Q2 		$551K Sell
1,725
-295
-15% -$93.8K 0.4% 66
2021
Q1 		$622K Sell
2,020
-7
-0.3% -$1.93K 0.48% 50
2020
Q4 		$538K Buy
+2,027
New +$557K 0.41% 57

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

Phoenix Wealth Advisors's HD Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $45.9K and leaving 6,507 shares worth $2.29M. The position accounts for 0.77% of the portfolio, ranked #31.

Phoenix Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Phoenix Wealth Advisors held 6,507 shares of Home Depot worth $2.29M as of Q2 2026.
  • Phoenix Wealth Advisors sold 141 Home Depot shares in Q2 2026, an estimated $45.9K.
  • Home Depot made up 0.77% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Phoenix Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Home Depot position peaked at $4.32M in Q4 2021.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.