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Principia Wealth Advisory’s Home Depot HD Stock Holding History

Principia Wealth Advisory’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 		$30K Buy
85
+32
+60% +$10.4K 0.01% 151
2026
Q1 		$17.4K Sell
53
-3
-5% -$1.09K 0.01% 167
2025
Q4 		$19.3K Buy
56
+7
+14% +$2.56K 0.01% 157
2025
Q3 		$19.9K Buy
49
+7
+17% +$2.75K 0.01% 162
2025
Q2 		$15.4K Buy
42
+25
+147% +$9.05K 0.01% 142
2025
Q1 		$6.04K Sell
17
-8
-32% -$3.12K 0.01% 165
2024
Q4 		$9.72K Buy
+25
New +$10.2K 0.01% 127

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

Principia Wealth Advisory's HD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Home Depot (HD) stake by 60% in Q2 2026, buying an estimated $10.4K and bringing the position to 85 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #151.

Principia Wealth Advisory first reported a position in HD in Q4 2024 and has held it in 7 quarters since. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Principia Wealth Advisory held 85 shares of Home Depot worth $30K as of Q2 2026.
  • Principia Wealth Advisory bought 32 Home Depot shares in Q2 2026, an estimated $10.4K.
  • Home Depot made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #151 holding.
  • Principia Wealth Advisory first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.