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TrustWell Financial Advisors’s Home Depot HD Stock Holding History

TrustWell 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 		$513K Hold
1,453
– – 0.43% 41
2026
Q1 		$478K Hold
1,453
– – 0.45% 31
2025
Q4 		$500K Buy
+1,453
New +$532K 0.48% 33

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

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

TrustWell Financial Advisors held its Home Depot (HD) position steady in Q2 2026 at 1,453 shares worth $513K. The position accounts for 0.43% of the portfolio, ranked #41.

TrustWell Financial Advisors first reported a position in HD in Q4 2025 and has held it in 3 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • TrustWell Financial Advisors held 1,453 shares of Home Depot worth $513K as of Q2 2026.
  • TrustWell Financial Advisors left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.43% of TrustWell Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • TrustWell Financial Advisors first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.