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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

United Advisor Group's HD Position: Q1 2026 in Review

United Advisor Group increased its Home Depot (HD) stake by 3.6% in Q1 2026, buying an estimated $46.3K and bringing the position to 3,643 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #167.

United Advisor Group first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • United Advisor Group held 3,643 shares of Home Depot worth $1.2M as of Q1 2026.
  • United Advisor Group bought 127 Home Depot shares in Q1 2026, an estimated $46.3K.
  • Home Depot made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #167 holding.
  • United Advisor Group first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Home Depot position peaked at $1.49M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.