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Regent Peak Wealth Advisors’s Home Depot HD Stock Holding History

Regent Peak 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 		$2.2M Sell
6,249
-57
-0.9% -$18.5K 0.41% 35
2026
Q1 		$2.07M Sell
6,306
-164
-3% -$59.8K 0.42% 33
2025
Q4 		$2.23M Sell
6,470
-264
-4% -$96.7K 0.44% 30
2025
Q3 		$2.73M Buy
+6,734
New +$2.65M 0.55% 26
2025
Q1 		$2.55M Sell
6,955
-290
-4% -$113K 0.6% 25
2024
Q4 		$2.82M Sell
7,245
-4,166
-37% -$1.7M 0.63% 25
2024
Q3 		$4.62M Sell
11,411
-555
-5% -$202K 1.06% 21
2024
Q2 		$4.12M Sell
11,966
-137
-1% -$46.7K 0.94% 22
2024
Q1 		$4.64M Sell
12,103
-342
-3% -$125K 1.18% 19
2023
Q4 		$4.31M Buy
12,445
+239
+2% +$74K 1.17% 18
2023
Q3 		$3.69M Sell
12,206
-66
-0.5% -$21.2K 1.13% 18
2023
Q2 		$3.81M Buy
12,272
+74
+0.6% +$21.9K 1.11% 18
2023
Q1 		$3.6M Buy
12,198
+526
+5% +$161K 1.11% 19
2022
Q4 		$3.69M Buy
11,672
+625
+6% +$190K 1.21% 18
2022
Q3 		$3.05M Buy
11,047
+327
+3% +$96.5K 1.07% 21
2022
Q2 		$2.94M Buy
10,720
+435
+4% +$128K 0.96% 22
2022
Q1 		$3.08M Sell
10,285
-265
-3% -$91.9K 0.88% 21
2021
Q4 		$4.38M Hold
10,550
– – 1.19% 17
2021
Q3 		$3.46M Buy
10,550
+131
+1% +$43K 0.99% 20
2021
Q2 		$3.42M Buy
10,419
+377
+4% +$120K 0.96% 20
2021
Q1 		$3.06M Buy
10,042
+1,352
+16% +$373K 1.01% 19
2020
Q4 		$2.31M Sell
8,690
-399
-4% -$110K 0.77% 24
2020
Q3 		$2.52M Buy
9,089
+410
+5% +$111K 1.07% 18
2020
Q2 		$2.17M Buy
8,679
+99
+1% +$22.7K 0.99% 19
2020
Q1 		$1.6M Buy
8,580
+642
+8% +$141K 0.89% 21
2019
Q4 		$1.73M Buy
+7,938
New +$1.8M 0.79% 21

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

Regent Peak Wealth Advisors's HD Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Home Depot (HD) stake by 0.9% in Q2 2026, selling an estimated $18.5K and leaving 6,249 shares worth $2.2M. The position accounts for 0.41% of the portfolio, ranked #35.

Regent Peak Wealth Advisors first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.64M in Q1 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Regent Peak Wealth Advisors held 6,249 shares of Home Depot worth $2.2M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 57 Home Depot shares in Q2 2026, an estimated $18.5K.
  • Home Depot made up 0.41% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Regent Peak Wealth Advisors first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Home Depot position peaked at $4.64M in Q1 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.