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Physician Wealth Advisors’s Home Depot HD Stock Holding History

Physician 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 		$445K Buy
1,261
+124
+11% +$40.3K 0.05% 126
2026
Q1 		$374K Sell
1,137
-15
-1% -$5.47K 0.05% 128
2025
Q4 		$396K Sell
1,152
-200
-15% -$73.3K 0.06% 118
2025
Q3 		$548K Buy
1,352
+235
+21% +$92.4K 0.08% 98
2025
Q2 		$410K Buy
1,117
+16
+1% +$5.79K 0.06% 114
2025
Q1 		$403K Buy
1,101
+1
+0.1% +$390 0.07% 104
2024
Q4 		$428K Sell
1,100
-1
-0.1% -$409 0.07% 108
2024
Q3 		$458K Buy
1,101
+78
+8% +$28.4K 0.08% 102
2024
Q2 		$378K Buy
1,023
+1
+0.1% +$341 0.07% 109
2024
Q1 		$342K Sell
1,022
-7
-0.7% -$2.56K 0.07% 115
2023
Q4 		$367K Buy
1,029
+17
+2% +$5.26K 0.08% 103
2023
Q3 		$299K Buy
1,012
+2
+0.2% +$643 0.08% 106
2023
Q2 		$313K Buy
1,010
+19
+2% +$5.61K 0.08% 105
2023
Q1 		$294K Buy
991
+3
+0.3% +$920 0.08% 110
2022
Q4 		$314K Buy
988
+2
+0.2% +$609 0.08% 102
2022
Q3 		$286K Buy
986
+2
+0.2% +$590 0.09% 112
2022
Q2 		$301K Buy
984
+3
+0.3% +$886 0.09% 112
2022
Q1 		$309K Buy
981
+26
+3% +$9.02K 0.08% 116
2021
Q4 		$376K Buy
955
+1
+0.1% +$381 0.1% 105
2021
Q3 		$334K Buy
954
+2
+0.2% +$657 0.09% 113
2021
Q2 		$311K Buy
952
+39
+4% +$12.4K 0.09% 115
2021
Q1 		$288K Buy
913
+1
+0.1% +$276 0.09% 112
2020
Q4 		$258K Buy
+912
New +$251K 0.09% 116

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

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

Physician Wealth Advisors increased its Home Depot (HD) stake by 11% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,261 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #126.

Physician Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $548K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Physician Wealth Advisors held 1,261 shares of Home Depot worth $445K as of Q2 2026.
  • Physician Wealth Advisors bought 124 Home Depot shares in Q2 2026, an estimated $40.3K.
  • Home Depot made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Physician Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Physician Wealth Advisors's Home Depot position peaked at $548K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.