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Spectrum Wealth Advisory Group’s Home Depot HD Stock Holding History

Spectrum Wealth Advisory Group’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 		$95.2K Buy
+270
New +$87.8K 0.03% 107
2024
Q4 		– Sell
-632
Closed -$256K – 58
2024
Q3 		$256K Buy
632
+2
+0.3% +$729 0.14% 40
2024
Q2 		$217K Buy
+630
New +$215K 0.23% 34
2022
Q1 		– Sell
-567
Closed -$235K – 49
2021
Q4 		$235K Buy
+567
New +$216K 0.21% 44

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

Spectrum Wealth Advisory Group's HD Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Home Depot (HD) in Q2 2026: 270 shares worth $95.2K. The stake represents 0.03% of the portfolio and ranks #107 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in HD as recently as Q3 2024.

Spectrum Wealth Advisory Group first reported a position in HD in Q4 2021 and has held it in 4 quarters since. The position peaked at $256K in Q3 2024. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Spectrum Wealth Advisory Group held 270 shares of Home Depot worth $95.2K as of Q2 2026.
  • Home Depot was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Home Depot made up 0.03% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Spectrum Wealth Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 4 quarters since.
  • Spectrum Wealth Advisory Group's Home Depot position peaked at $256K in Q3 2024.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.