TA
HD icon

TruWealth Advisors’s Home Depot HD Stock Holding History

TruWealth 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
Q1 		$2.39M Buy
7,275
+166
+2% +$60.5K 0.12% 80
2025
Q4 		$2.45M Buy
7,109
+93
+1% +$34.1K 0.12% 79
2025
Q3 		$2.84M Buy
7,016
+197
+3% +$77.5K 0.14% 74
2025
Q2 		$2.5M Buy
6,819
+131
+2% +$47.4K 0.14% 73
2025
Q1 		$2.45M Sell
6,688
-36
-0.5% -$14K 0.15% 68
2024
Q4 		$2.62M Buy
6,724
+204
+3% +$83.3K 0.16% 66
2024
Q3 		$2.64M Buy
6,520
+157
+2% +$57.3K 0.16% 65
2024
Q2 		$2.19M Buy
6,363
+67
+1% +$22.9K 0.15% 66
2024
Q1 		$2.42M Buy
6,296
+43
+0.7% +$15.7K 0.17% 66
2023
Q4 		$2.17M Buy
6,253
+117
+2% +$36.2K 0.17% 58
2023
Q3 		$1.85M Sell
6,136
-506
-8% -$163K 0.16% 62
2023
Q2 		$2.06M Sell
6,642
-84
-1% -$24.8K 0.18% 63
2023
Q1 		$1.98M Buy
6,726
+142
+2% +$43.5K 0.18% 61
2022
Q4 		$2.08M Sell
6,584
-2
-0% -$609 0.2% 65
2022
Q3 		$1.82M Buy
6,586
+114
+2% +$33.6K 0.19% 63
2022
Q2 		$1.77M Buy
6,472
+449
+7% +$133K 0.19% 60
2022
Q1 		$1.8M Buy
6,023
+310
+5% +$108K 0.19% 56
2021
Q4 		$2.37M Buy
5,713
+155
+3% +$59K 0.24% 49
2021
Q3 		$1.82M Buy
5,558
+323
+6% +$106K 0.2% 50
2021
Q2 		$1.67M Buy
5,235
+428
+9% +$136K 0.2% 49
2021
Q1 		$1.47M Buy
4,807
+66
+1% +$18.2K 0.2% 48
2020
Q4 		$1.26M Buy
+4,741
New +$1.3M 0.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TruWealth Advisors's HD Position: Q1 2026 in Review

TruWealth Advisors increased its Home Depot (HD) stake by 2.3% in Q1 2026, buying an estimated $60.5K and bringing the position to 7,275 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #80.

TruWealth Advisors first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.84M in Q3 2025. 4,139 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • TruWealth Advisors held 7,275 shares of Home Depot worth $2.39M as of Q1 2026.
  • TruWealth Advisors bought 166 Home Depot shares in Q1 2026, an estimated $60.5K.
  • Home Depot made up 0.12% of TruWealth Advisors's portfolio in Q1 2026, its #80 holding.
  • TruWealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Home Depot position peaked at $2.84M in Q3 2025.
  • 4,139 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.