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Roberts Wealth Advisors’s Home Depot HD Stock Holding History

Roberts 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 		$2.56M Buy
7,272
+319
+5% +$104K 0.58% 49
2026
Q1 		$2.29M Buy
6,953
+329
+5% +$120K 0.58% 51
2025
Q4 		$2.28M Buy
6,624
+549
+9% +$201K 0.59% 48
2025
Q3 		$2.46M Sell
6,075
-55
-0.9% -$21.6K 0.65% 47
2025
Q2 		$2.25M Buy
6,130
+24
+0.4% +$8.69K 0.65% 47
2025
Q1 		$2.24M Buy
6,106
+9
+0.1% +$3.51K 0.69% 50
2024
Q4 		$2.48M Buy
6,097
+98
+2% +$40K 0.75% 47
2024
Q3 		$2.48M Sell
5,999
-3,640
-38% -$1.33M 0.8% 42
2024
Q2 		$3.25M Buy
9,639
+6
+0.1% +$2.05K 1.11% 32
2024
Q1 		$3.26M Sell
9,633
-591
-6% -$216K 1.22% 32
2023
Q4 		$10.9M Sell
10,224
-104
-1% -$32.2K 1.7% 24
2023
Q3 		$3.07M Buy
10,328
+10
+0.1% +$3.22K 1.35% 26
2023
Q2 		$3.21M Sell
10,318
-304
-3% -$89.8K 1.41% 27
2023
Q1 		$3.13M Sell
10,622
-48
-0.4% -$14.7K 1.44% 22
2022
Q4 		$3.37M Buy
10,670
+22
+0.2% +$6.7K 1.63% 19
2022
Q3 		$3.09M Buy
10,648
+35
+0.3% +$10.3K 1.52% 22
2022
Q2 		$3.04M Sell
10,613
-61
-0.6% -$18K 1.32% 23
2022
Q1 		$3.22M Sell
10,674
-611
-5% -$212K 1.26% 28
2021
Q4 		$4.61M Sell
11,285
-669
-6% -$255K 1.66% 17
2021
Q3 		$3.92M Buy
+11,954
New +$3.92M 1.55% 19

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

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

Roberts Wealth Advisors increased its Home Depot (HD) stake by 4.6% in Q2 2026, buying an estimated $104K and bringing the position to 7,272 shares worth $2.56M. The position accounts for 0.58% of the portfolio, ranked #49.

Roberts Wealth Advisors first reported a position in HD in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q4 2023. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Roberts Wealth Advisors held 7,272 shares of Home Depot worth $2.56M as of Q2 2026.
  • Roberts Wealth Advisors bought 319 Home Depot shares in Q2 2026, an estimated $104K.
  • Home Depot made up 0.58% of Roberts Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Roberts Wealth Advisors first reported a position in Home Depot in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Home Depot position peaked at $10.9M in Q4 2023.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.