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Rise Advisors’s Home Depot HD Stock Holding History

Rise 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 		$365K Sell
1,036
-17
-2% -$5.53K 0.1% 66
2026
Q1 		$347K Sell
1,053
-16
-1% -$5.83K 0.12% 58
2025
Q4 		$368K Sell
1,069
-95
-8% -$34.8K 0.13% 59
2025
Q3 		$472K Buy
1,164
+49
+4% +$19.3K 0.17% 50
2025
Q2 		$409K Sell
1,115
-24
-2% -$8.69K 0.16% 56
2025
Q1 		$417K Buy
1,139
+45
+4% +$17.5K 0.18% 48
2024
Q4 		$426K Sell
1,094
-153
-12% -$62.5K 0.2% 50
2024
Q3 		$505K Sell
1,247
-32
-3% -$11.7K 0.24% 43
2024
Q2 		$440K Sell
1,279
-147
-10% -$50.1K 0.23% 45
2024
Q1 		$547K Buy
1,426
+449
+46% +$164K 0.29% 33
2023
Q4 		$338K Buy
977
+35
+4% +$10.8K 0.24% 38
2023
Q3 		$285K Sell
942
-1,400
-60% -$450K 0.23% 41
2023
Q2 		$727K Sell
2,342
-5,963
-72% -$1.76M 0.56% 22
2023
Q1 		$2.45M Sell
8,305
-572
-6% -$175K 1.85% 11
2022
Q4 		$2.8M Buy
8,877
+121
+1% +$36.9K 2.25% 10
2022
Q3 		$2.42M Buy
8,756
+218
+3% +$64.3K 2% 11
2022
Q2 		$2.34M Buy
8,538
+57
+0.7% +$16.8K 2.36% 11
2022
Q1 		$2.54M Buy
8,481
+965
+13% +$335K 2.29% 12
2021
Q4 		$3.12M Buy
+7,516
New +$2.86M 2.97% 8

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

Rise Advisors's HD Position: Q2 2026 in Review

Rise Advisors reduced its Home Depot (HD) stake by 1.6% in Q2 2026, selling an estimated $5.53K and leaving 1,036 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #66.

Rise Advisors first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Rise Advisors held 1,036 shares of Home Depot worth $365K as of Q2 2026.
  • Rise Advisors sold 17 Home Depot shares in Q2 2026, an estimated $5.53K.
  • Home Depot made up 0.1% of Rise Advisors's portfolio in Q2 2026, its #66 holding.
  • Rise Advisors first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Home Depot position peaked at $3.12M in Q4 2021.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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