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Schneider Downs Wealth Management Advisors’s Home Depot HD Stock Holding History

Schneider Downs Wealth Management 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 		$384K Hold
1,089
– – 0.04% 120
2026
Q1 		$358K Buy
1,089
+1
+0.1% +$364 0.04% 115
2025
Q4 		$374K Sell
1,088
-100
-8% -$36.6K 0.04% 115
2025
Q3 		$481K Buy
1,188
+391
+49% +$154K 0.06% 99
2025
Q2 		$292K Sell
797
-37
-4% -$13.4K 0.04% 118
2025
Q1 		$306K Hold
834
– – 0.06% 110
2024
Q4 		$324K Sell
834
-35
-4% -$14.3K 0.06% 107
2024
Q3 		$352K Buy
869
+35
+4% +$12.8K 0.07% 102
2024
Q2 		$287K Sell
834
-84
-9% -$28.7K 0.06% 102
2024
Q1 		$352K Buy
+918
New +$335K 0.08% 96
2022
Q4 		– Sell
-1,387
Closed -$383K – 132
2022
Q3 		$383K Sell
1,387
-1,176
-46% -$347K 0.11% 78
2022
Q2 		$703K Sell
2,563
-335
-12% -$98.9K 0.2% 53
2022
Q1 		$867K Sell
2,898
-133
-4% -$46.1K 0.22% 47
2021
Q4 		$1.26M Sell
3,031
-43
-1% -$16.4K 0.3% 38
2021
Q3 		$1.01M Buy
3,074
+452
+17% +$148K 0.26% 44
2021
Q2 		$836K Sell
2,622
-79
-3% -$25.1K 0.22% 46
2021
Q1 		$824K Buy
+2,701
New +$744K 0.2% 43
2020
Q4 		– Sell
-915
Closed -$254K – 99
2020
Q3 		$254K Buy
915
+9
+1% +$2.44K 0.09% 84
2020
Q2 		$227K Buy
+906
New +$207K 0.08% 82

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

Schneider Downs Wealth Management Advisors's HD Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Home Depot (HD) position steady in Q2 2026 at 1,089 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #120.

Schneider Downs Wealth Management Advisors first reported a position in HD in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2021. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 1,089 shares of Home Depot worth $384K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #120 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Home Depot in Q2 2020 and has held it in 19 quarters since.
  • Schneider Downs Wealth Management Advisors's Home Depot position peaked at $1.26M in Q4 2021.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.