ROI Financial Advisors’s Home Depot HD Stock Holding History

ROI Financial 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 Q1	$4.31M	Sell	13,094 -211	-2%	-$76.9K	2.58%	16
2025 Q4	$4.58M	Sell	13,305 -229	-2%	-$83.9K	2.63%	16
2025 Q3	$5.48M	Sell	13,534 -346	-2%	-$136K	3.27%	15
2025 Q2	$5.09M	Sell	13,880 -159	-1%	-$57.5K	3.23%	14
2025 Q1	$5.15M	Sell	14,039 -302	-2%	-$118K	3.74%	11
2024 Q4	$5.58M	Sell	14,341 -160	-1%	-$65.4K	3.8%	11
2024 Q3	$5.88M	Buy	14,501 +365	+3%	+$133K	4.06%	8
2024 Q2	$4.9M	Sell	14,136 -93	-0.7%	-$31.7K	3.55%	9
2024 Q1	$5.46M	Sell	14,229 -284	-2%	-$104K	4.29%	7
2023 Q4	$5.03M	Buy	+14,513	New	+$4.49M	4.16%	7

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ROI Financial Advisors's HD Position: Q1 2026 in Review

ROI Financial Advisors reduced its Home Depot (HD) stake by 1.6% in Q1 2026, selling an estimated $76.9K and leaving 13,094 shares worth $4.31M. The position accounts for 2.58% of the portfolio, ranked #16.

ROI Financial Advisors first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.88M in Q3 2024. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

ROI Financial Advisors held 13,094 shares of Home Depot worth $4.31M as of Q1 2026.
ROI Financial Advisors sold 211 Home Depot shares in Q1 2026, an estimated $76.9K.
Home Depot made up 2.58% of ROI Financial Advisors's portfolio in Q1 2026, its #16 holding.
ROI Financial Advisors first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Home Depot position peaked at $5.88M in Q3 2024.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.