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Tandem Wealth Advisors’s Home Depot HD Stock Holding History

Tandem 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 		$453K Buy
1,285
+104
+9% +$33.8K 0.18% 45
2026
Q1 		$388K Buy
1,181
+134
+13% +$48.8K 0.17% 45
2025
Q4 		$360K Buy
1,047
+207
+25% +$75.8K 0.16% 44
2025
Q3 		$340K Sell
840
-21
-2% -$8.26K 0.16% 45
2025
Q2 		$316K Buy
861
+83
+11% +$30K 0.16% 44
2025
Q1 		$285K Buy
778
+34
+5% +$13.3K 0.15% 48
2024
Q4 		$289K Buy
744
+29
+4% +$11.8K 0.15% 48
2024
Q3 		$290K Sell
715
-10
-1% -$3.65K 0.15% 46
2024
Q2 		$250K Hold
725
– – 0.13% 47
2024
Q1 		$278K Hold
725
– – 0.15% 42
2023
Q4 		$251K Hold
725
– – 0.14% 46
2023
Q3 		$219K Buy
725
+22
+3% +$7.08K 0.13% 47
2023
Q2 		$218K Buy
+703
New +$208K 0.13% 47
2023
Q1 		– Sell
-660
Closed -$208K – 57
2022
Q4 		$208K Buy
+660
New +$201K 0.13% 48

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

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

Tandem Wealth Advisors increased its Home Depot (HD) stake by 8.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 1,285 shares worth $453K. The position accounts for 0.18% of the portfolio, ranked #45.

Tandem Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 14 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Tandem Wealth Advisors held 1,285 shares of Home Depot worth $453K as of Q2 2026.
  • Tandem Wealth Advisors bought 104 Home Depot shares in Q2 2026, an estimated $33.8K.
  • Home Depot made up 0.18% of Tandem Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Tandem Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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