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Schear Investment Advisers’s Home Depot HD Stock Holding History

Schear Investment Advisers’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 		$2.37M Sell
6,719
-20
-0.3% -$6.51K 0.79% 34
2026
Q1 		$2.22M Sell
6,739
-9
-0.1% -$3.28K 0.98% 35
2025
Q4 		$2.32M Sell
6,748
-1
-0% -$366 1% 35
2025
Q3 		$2.73M Hold
6,749
– – 1.22% 25
2025
Q2 		$2.47M Sell
6,749
-117
-2% -$42.3K 1.22% 22
2025
Q1 		$2.52M Buy
6,866
+22
+0.3% +$8.57K 1.45% 18
2024
Q4 		$2.66M Sell
6,844
-12
-0.2% -$4.9K 1.42% 16
2024
Q3 		$2.78M Buy
6,856
+992
+17% +$362K 1.72% 14
2024
Q2 		$2.02M Sell
5,864
-1
-0% -$341 1.46% 19
2024
Q1 		$2.25M Buy
5,865
+477
+9% +$174K 1.81% 14
2023
Q4 		$1.87M Buy
5,388
+32
+0.6% +$9.91K 1.8% 15
2023
Q3 		$1.62M Sell
5,356
-192
-3% -$61.7K 1.75% 14
2023
Q2 		$1.72M Buy
5,548
+15
+0.3% +$4.43K 1.82% 15
2023
Q1 		$1.63M Buy
5,533
+80
+1% +$24.5K 1.95% 13
2022
Q4 		$1.72M Buy
+5,453
New +$1.66M 2.12% 11

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

Schear Investment Advisers's HD Position: Q2 2026 in Review

Schear Investment Advisers reduced its Home Depot (HD) stake by 0.3% in Q2 2026, selling an estimated $6.51K and leaving 6,719 shares worth $2.37M. The position accounts for 0.79% of the portfolio, ranked #34.

Schear Investment Advisers first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Schear Investment Advisers held 6,719 shares of Home Depot worth $2.37M as of Q2 2026.
  • Schear Investment Advisers sold 20 Home Depot shares in Q2 2026, an estimated $6.51K.
  • Home Depot made up 0.79% of Schear Investment Advisers's portfolio in Q2 2026, its #34 holding.
  • Schear Investment Advisers first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Home Depot position peaked at $2.78M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.