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Roehl & Yi Investment Advisors’s Home Depot HD Stock Holding History

Roehl & Yi Investment 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 		$1.19M Buy
3,382
+89
+3% +$29K 0.39% 51
2026
Q1 		$1.08M Buy
3,293
+427
+15% +$156K 0.41% 49
2025
Q4 		$986K Sell
2,866
-8
-0.3% -$2.93K 0.39% 53
2025
Q3 		$1.16M Sell
2,874
-49
-2% -$19.3K 0.51% 40
2025
Q2 		$1.07M Buy
2,923
+12
+0.4% +$4.34K 0.55% 36
2025
Q1 		$1.07M Sell
2,911
-476
-14% -$186K 0.58% 32
2024
Q4 		$1.32M Buy
+3,387
New +$1.38M 0.73% 25

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

Roehl & Yi Investment Advisors's HD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Home Depot (HD) stake by 2.7% in Q2 2026, buying an estimated $29K and bringing the position to 3,382 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #51.

Roehl & Yi Investment Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2024. 4,091 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Roehl & Yi Investment Advisors held 3,382 shares of Home Depot worth $1.19M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 89 Home Depot shares in Q2 2026, an estimated $29K.
  • Home Depot made up 0.39% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Roehl & Yi Investment Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Home Depot position peaked at $1.32M in Q4 2024.
  • 4,091 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.