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SOA Wealth Advisors’s Home Depot HD Stock Holding History

SOA 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 		$1.1M Sell
16,880
-7,147
-30% -$2.33M 0.19% 81
2026
Q1 		$1.07M Sell
24,027
-60
-0.2% -$21.9K 0.2% 75
2025
Q4 		$1.14M Sell
24,087
-242
-1% -$88.6K 0.19% 79
2025
Q3 		$1.39M Sell
24,329
-3
-0% -$1.18K 0.24% 66
2025
Q2 		$1.26M Sell
24,332
-5,867
-19% -$2.12M 0.24% 69
2025
Q1 		$1.25M Buy
30,199
+26,807
+790% +$10.4M 0.26% 63
2024
Q4 		$1.32M Sell
3,392
-66
-2% -$27K 0.24% 65
2024
Q3 		$1.4M Sell
3,458
-6
-0.2% -$2.19K 0.27% 62
2024
Q2 		$1.19M Buy
3,464
+250
+8% +$85.3K 0.24% 68
2024
Q1 		$1.23M Buy
3,214
+69
+2% +$25.2K 0.26% 63
2023
Q4 		$1.09M Sell
3,145
-43
-1% -$13.3K 0.24% 63
2023
Q3 		$963K Buy
3,188
+45
+1% +$14.5K 0.24% 63
2023
Q2 		$976K Sell
3,143
-4
-0.1% -$1.18K 0.23% 63
2023
Q1 		$929K Buy
3,147
+17
+0.5% +$5.21K 0.23% 63
2022
Q4 		$989K Buy
3,130
+83
+3% +$25.3K 0.27% 62
2022
Q3 		$840K Buy
3,047
+189
+7% +$55.8K 0.25% 62
2022
Q2 		$784K Buy
2,858
+15
+0.5% +$4.43K 0.23% 65
2022
Q1 		$851K Sell
2,843
-1
-0% -$347 0.21% 73
2021
Q4 		$1.17M Sell
2,844
-48
-2% -$18.3K 0.28% 63
2021
Q3 		$949K Buy
2,892
+893
+45% +$293K 0.24% 67
2021
Q2 		$637K Sell
1,999
-342
-15% -$109K 0.16% 83
2021
Q1 		$714K Buy
2,341
+36
+2% +$9.92K 0.2% 74
2020
Q4 		$642K Buy
+2,305
New +$634K 0.17% 75

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

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

SOA Wealth Advisors reduced its Home Depot (HD) stake by 30% in Q2 2026, selling an estimated $2.33M and leaving 16,880 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #81.

SOA Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • SOA Wealth Advisors held 16,880 shares of Home Depot worth $1.1M as of Q2 2026.
  • SOA Wealth Advisors sold 7,147 Home Depot shares in Q2 2026, an estimated $2.33M.
  • Home Depot made up 0.19% of SOA Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • SOA Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Home Depot position peaked at $1.4M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.