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Tobias Financial Advisors’s Home Depot HD Stock Holding History

Tobias Financial 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 		$829K Buy
2,352
+2
+0.1% +$651 0.11% 77
2026
Q1 		$773K Buy
2,350
+91
+4% +$33.2K 0.11% 79
2025
Q4 		$777K Buy
2,259
+290
+15% +$106K 0.11% 80
2025
Q3 		$798K Buy
1,969
+1,034
+111% +$407K 0.12% 76
2025
Q2 		$343K Buy
935
+22
+2% +$7.96K 0.06% 93
2025
Q1 		$335K Buy
913
+3
+0.3% +$1.17K 0.07% 85
2024
Q4 		$354K Buy
910
+9
+1% +$3.68K 0.07% 80
2024
Q3 		$365K Sell
901
-8
-0.9% -$2.92K 0.07% 76
2024
Q2 		$313K Buy
909
+112
+14% +$38.2K 0.07% 79
2024
Q1 		$306K Buy
+797
New +$291K 0.07% 80
2022
Q4 		– Sell
-766
Closed -$211K – 83
2022
Q3 		$211K Sell
766
-24
-3% -$7.08K 0.07% 73
2022
Q2 		$217K Buy
+790
New +$233K 0.07% 71
2022
Q1 		– Sell
-2,724
Closed -$1.13M – 95
2021
Q4 		$1.13M Buy
+2,724
New +$1.04M 0.09% 66
2020
Q1 		– Sell
-300
Closed -$65K – 145
2019
Q4 		$65K Buy
+300
New +$67.9K 0.04% 86

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

Tobias Financial Advisors's HD Position: Q2 2026 in Review

Tobias Financial Advisors increased its Home Depot (HD) stake by 0.09% in Q2 2026, buying an estimated $651 and bringing the position to 2,352 shares worth $829K. The position accounts for 0.11% of the portfolio, ranked #77.

Tobias Financial Advisors first reported a position in HD in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Tobias Financial Advisors held 2,352 shares of Home Depot worth $829K as of Q2 2026.
  • Tobias Financial Advisors bought 2 Home Depot shares in Q2 2026, an estimated $651.
  • Home Depot made up 0.11% of Tobias Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Tobias Financial Advisors first reported a position in Home Depot in Q4 2019 and has held it in 14 quarters since.
  • Tobias Financial Advisors's Home Depot position peaked at $1.13M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.