UAG
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United Advisor Group’s Home Depot HD Stock Holding History

United Advisor Group’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 		$1.28M Sell
3,634
-9
-0.2% -$2.93K 0.14% 176
2026
Q1 		$1.2M Buy
3,643
+127
+4% +$46.3K 0.15% 167
2025
Q4 		$1.21M Sell
3,516
-158
-4% -$57.9K 0.15% 159
2025
Q3 		$1.49M Buy
3,674
+800
+28% +$315K 0.2% 117
2025
Q2 		$1.05M Buy
2,874
+554
+24% +$200K 0.18% 132
2025
Q1 		$850K Sell
2,320
-761
-25% -$297K 0.17% 130
2024
Q4 		$1.2M Buy
3,081
+148
+5% +$60.5K 0.24% 105
2024
Q3 		$1.19M Buy
2,933
+337
+13% +$123K 0.27% 91
2024
Q2 		$894K Buy
2,596
+425
+20% +$145K 0.28% 87
2024
Q1 		$833K Sell
2,171
-1,857
-46% -$678K 0.31% 87
2023
Q4 		$1.4M Buy
+4,028
New +$1.25M 1.68% 14

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

United Advisor Group's HD Position: Q2 2026 in Review

United Advisor Group reduced its Home Depot (HD) stake by 0.25% in Q2 2026, selling an estimated $2.93K and leaving 3,634 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #176.

United Advisor Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • United Advisor Group held 3,634 shares of Home Depot worth $1.28M as of Q2 2026.
  • United Advisor Group sold 9 Home Depot shares in Q2 2026, an estimated $2.93K.
  • Home Depot made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #176 holding.
  • United Advisor Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Home Depot position peaked at $1.49M in Q3 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.