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Provenance Wealth Advisors’s Home Depot HD Stock Holding History

Provenance 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 		$427K Buy
1,211
+208
+21% +$67.7K 0.04% 86
2026
Q1 		$330K Buy
1,003
+610
+155% +$222K 0.03% 92
2025
Q4 		$135K Sell
393
-625
-61% -$229K 0.02% 134
2025
Q3 		$412K Hold
1,018
– – 0.05% 78
2025
Q2 		$373K Sell
1,018
-300
-23% -$109K 0.05% 82
2025
Q1 		$483K Sell
1,318
-396
-23% -$154K 0.07% 70
2024
Q4 		$667K Sell
1,714
-2,771
-62% -$1.13M 0.09% 68
2024
Q3 		$1.82M Buy
4,485
+731
+19% +$267K 0.23% 38
2024
Q2 		$1.29M Sell
3,754
-364
-9% -$124K 0.18% 47
2024
Q1 		$1.58M Buy
4,118
+605
+17% +$221K 0.22% 37
2023
Q4 		$1.22M Buy
3,513
+160
+5% +$49.6K 0.16% 45
2023
Q3 		$1.01M Buy
+3,353
New +$1.08M 0.16% 49

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

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

Provenance Wealth Advisors increased its Home Depot (HD) stake by 21% in Q2 2026, buying an estimated $67.7K and bringing the position to 1,211 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #86.

Provenance Wealth Advisors first reported a position in HD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Provenance Wealth Advisors held 1,211 shares of Home Depot worth $427K as of Q2 2026.
  • Provenance Wealth Advisors bought 208 Home Depot shares in Q2 2026, an estimated $67.7K.
  • Home Depot made up 0.04% of Provenance Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Provenance Wealth Advisors first reported a position in Home Depot in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Home Depot position peaked at $1.82M in Q3 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.