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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
Q2 		$4.55M Sell
12,901
-193
-1% -$62.8K 2.35% 16
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
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

ROI Financial Advisors's HD Position: Q2 2026 in Review

ROI Financial Advisors reduced its Home Depot (HD) stake by 1.5% in Q2 2026, selling an estimated $62.8K and leaving 12,901 shares worth $4.55M. The position accounts for 2.35% of the portfolio, ranked #16.

ROI Financial Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.88M in Q3 2024. 4,109 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • ROI Financial Advisors held 12,901 shares of Home Depot worth $4.55M as of Q2 2026.
  • ROI Financial Advisors sold 193 Home Depot shares in Q2 2026, an estimated $62.8K.
  • Home Depot made up 2.35% of ROI Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • ROI Financial Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Home Depot position peaked at $5.88M in Q3 2024.
  • 4,109 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.