SSA
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Sierra Summit Advisors’s Home Depot HD Stock Holding History

Sierra Summit 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 		$2.16M Buy
6,120
+106
+2% +$34.5K 0.24% 64
2026
Q1 		$1.98M Buy
6,014
+352
+6% +$128K 0.29% 61
2025
Q4 		$1.95M Buy
5,662
+109
+2% +$39.9K 0.3% 57
2025
Q3 		$2.25M Buy
5,553
+85
+2% +$33.4K 0.34% 51
2025
Q2 		$2M Sell
5,468
-129
-2% -$46.7K 0.36% 47
2025
Q1 		$2.05M Buy
5,597
+171
+3% +$66.6K 0.44% 45
2024
Q4 		$2.11M Buy
5,426
+1,286
+31% +$525K 0.42% 42
2024
Q3 		$1.68M Buy
4,140
+726
+21% +$265K 0.39% 44
2024
Q2 		$1.18M Buy
3,414
+1,177
+53% +$401K 0.29% 49
2024
Q1 		$858K Buy
2,237
+12
+0.5% +$4.38K 0.23% 53
2023
Q4 		$771K Buy
+2,225
New +$689K 0.22% 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

Sierra Summit Advisors's HD Position: Q2 2026 in Review

Sierra Summit Advisors increased its Home Depot (HD) stake by 1.8% in Q2 2026, buying an estimated $34.5K and bringing the position to 6,120 shares worth $2.16M. The position accounts for 0.24% of the portfolio, ranked #64.

Sierra Summit Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sierra Summit Advisors held 6,120 shares of Home Depot worth $2.16M as of Q2 2026.
  • Sierra Summit Advisors bought 106 Home Depot shares in Q2 2026, an estimated $34.5K.
  • Home Depot made up 0.24% of Sierra Summit Advisors's portfolio in Q2 2026, its #64 holding.
  • Sierra Summit Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Home Depot position peaked at $2.25M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.