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Strategies Wealth Advisors’s Home Depot HD Stock Holding History

Strategies 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 		$463K Sell
1,313
-96
-7% -$31.2K 0.04% 126
2026
Q1 		$464K Buy
1,409
+35
+3% +$12.8K 0.05% 107
2025
Q4 		$473K Sell
1,374
-48
-3% -$17.6K 0.05% 104
2025
Q3 		$576K Sell
1,422
-14
-1% -$5.5K 0.06% 95
2025
Q2 		$527K Sell
1,436
-3
-0.2% -$1.09K 0.06% 98
2025
Q1 		$528K Buy
+1,439
New +$561K 0.06% 88

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

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

Strategies Wealth Advisors reduced its Home Depot (HD) stake by 6.8% in Q2 2026, selling an estimated $31.2K and leaving 1,313 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #126.

Strategies Wealth Advisors first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $576K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Strategies Wealth Advisors held 1,313 shares of Home Depot worth $463K as of Q2 2026.
  • Strategies Wealth Advisors sold 96 Home Depot shares in Q2 2026, an estimated $31.2K.
  • Home Depot made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Strategies Wealth Advisors first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Home Depot position peaked at $576K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.