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Rooted Wealth Advisors’s Home Depot HD Stock Holding History

Rooted 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 		$383K Buy
1,086
+83
+8% +$27K 0.09% 103
2026
Q1 		$352K Buy
1,003
+94
+10% +$34.3K 0.09% 100
2025
Q4 		$352K Buy
909
+33
+4% +$12.1K 0.1% 96
2025
Q3 		$346K Buy
876
+136
+18% +$53.5K 0.11% 87
2025
Q2 		$274K Buy
740
+66
+10% +$23.9K 0.09% 89
2025
Q1 		$239K Buy
674
+90
+15% +$35.1K 0.1% 84
2024
Q4 		$224K Sell
584
-11
-2% -$4.49K 0.09% 87
2024
Q3 		$243K Buy
+595
New +$217K 0.11% 84
2023
Q4 		– Sell
-952
Closed -$293K – 78
2023
Q3 		$293K Buy
952
+236
+33% +$75.9K 0.18% 62
2023
Q2 		$223K Buy
+716
New +$212K 0.15% 75
2023
Q1 		– Sell
-728
Closed -$230K – 88
2022
Q4 		$230K Buy
+728
New +$222K 0.19% 63

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

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

Rooted Wealth Advisors increased its Home Depot (HD) stake by 8.3% in Q2 2026, buying an estimated $27K and bringing the position to 1,086 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #103.

Rooted Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 11 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Rooted Wealth Advisors held 1,086 shares of Home Depot worth $383K as of Q2 2026.
  • Rooted Wealth Advisors bought 83 Home Depot shares in Q2 2026, an estimated $27K.
  • Home Depot made up 0.09% of Rooted Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Rooted Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 11 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.