San Luis Wealth Advisors’s Home Depot HD Stock Holding History

San Luis 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	–	Sell	-732	Closed	-$241K	–	192
2026 Q1	$241K	Buy	732 +56	+8%	+$20.4K	0.04%	158
2025 Q4	$232K	Sell	676 -318	-32%	-$116K	0.04%	165
2025 Q3	$403K	Buy	+994	New	+$391K	0.07%	139
2023 Q3	–	Sell	-2,749	Closed	-$854K	–	99
2023 Q2	$854K	Sell	2,749 -2,955	-52%	-$873K	0.3%	79
2023 Q1	$1.68M	Buy	+5,704	New	+$1.75M	0.65%	45
2022 Q2	–	Sell	-5,431	Closed	-$2.25M	–	226
2022 Q1	$2.25M	Buy	+5,431	New	+$1.88M	1.1%	17
2021 Q4	–	Sell	-4,804	Closed	-$1.58M	–	111
2021 Q3	$1.58M	Buy	+4,804	New	+$1.58M	0.88%	28
2020 Q4	$346K	Buy	+1,301	New	+$358K	0.22%	105

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

San Luis Wealth Advisors's HD Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 732 shares — an estimated $241K sold.

San Luis Wealth Advisors first reported a position in HD in Q4 2020 and held it in 8 quarters. The position peaked at $2.25M in Q1 2022. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

San Luis Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 732 Home Depot shares in Q2 2026, an estimated $241K.
San Luis Wealth Advisors first reported a position in Home Depot in Q4 2020 and held it in 8 quarters.
San Luis Wealth Advisors's Home Depot position peaked at $2.25M in Q1 2022.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.