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Soltis Investment Advisors’s Home Depot HD Stock Holding History

Soltis Investment 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 		$2.05M Buy
5,819
+815
+16% +$265K 0.11% 161
2026
Q1 		$1.65M Sell
5,004
-748
-13% -$273K 0.1% 165
2025
Q4 		$1.98M Sell
5,752
-359
-6% -$131K 0.13% 142
2025
Q3 		$2.48M Buy
6,111
+896
+17% +$352K 0.17% 127
2025
Q2 		$1.91M Buy
5,215
+883
+20% +$320K 0.15% 131
2025
Q1 		$1.59M Sell
4,332
-14
-0.3% -$5.46K 0.14% 143
2024
Q4 		$1.69M Buy
4,346
+435
+11% +$178K 0.16% 136
2024
Q3 		$1.58M Buy
3,911
+545
+16% +$199K 0.15% 133
2024
Q2 		$1.16M Buy
3,366
+541
+19% +$185K 0.12% 143
2024
Q1 		$1.08M Buy
2,825
+179
+7% +$65.4K 0.12% 147
2023
Q4 		$917K Sell
2,646
-33
-1% -$10.2K 0.1% 146
2023
Q3 		$810K Buy
2,679
+511
+24% +$164K 0.1% 137
2023
Q2 		$674K Buy
2,168
+131
+6% +$38.7K 0.08% 148
2023
Q1 		$601K Buy
2,037
+24
+1% +$7.36K 0.08% 156
2022
Q4 		$636K Buy
2,013
+761
+61% +$232K 0.08% 150
2022
Q3 		$346K Sell
1,252
-270
-18% -$79.7K 0.05% 175
2022
Q2 		$417K Buy
1,522
+303
+25% +$89.5K 0.06% 170
2022
Q1 		$365K Sell
1,219
-717
-37% -$249K 0.05% 186
2021
Q4 		$803K Buy
1,936
+42
+2% +$16K 0.11% 139
2021
Q3 		$622K Buy
1,894
+45
+2% +$14.8K 0.1% 148
2021
Q2 		$590K Buy
1,849
+703
+61% +$224K 0.09% 153
2021
Q1 		$350K Sell
1,146
-55
-5% -$15.2K 0.06% 171
2020
Q4 		$319K Buy
1,201
+135
+13% +$37.1K 0.06% 177
2020
Q3 		$296K Buy
1,066
+49
+5% +$13.3K 0.07% 167
2020
Q2 		$255K Buy
+1,017
New +$233K 0.07% 164

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's HD Position: Q2 2026 in Review

Soltis Investment Advisors increased its Home Depot (HD) stake by 16% in Q2 2026, buying an estimated $265K and bringing the position to 5,819 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #161.

Soltis Investment Advisors first reported a position in HD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.48M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Soltis Investment Advisors held 5,819 shares of Home Depot worth $2.05M as of Q2 2026.
  • Soltis Investment Advisors bought 815 Home Depot shares in Q2 2026, an estimated $265K.
  • Home Depot made up 0.11% of Soltis Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Soltis Investment Advisors first reported a position in Home Depot in Q2 2020 and has held it in 25 quarters since.
  • Soltis Investment Advisors's Home Depot position peaked at $2.48M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.