UP Strategic Wealth Investment Advisors’s Home Depot HD Stock Holding History

UP Strategic Wealth Investment 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	$695K	Sell	2,153 -755	-26%	-$275K	0.44%	34
2025 Q4	$1.12M	Hold	2,908	–	–	0.81%	25
2025 Q3	$1.13M	Sell	2,908 -87	-3%	-$34.2K	0.85%	21
2025 Q2	$1.1M	Buy	2,995 +651	+28%	+$236K	0.86%	21
2025 Q1	$859K	Sell	2,344 -425	-15%	-$166K	0.76%	24
2024 Q4	$1.08M	Buy	2,769 +317	+13%	+$130K	1.08%	19
2024 Q3	$994K	Buy	2,452 +208	+9%	+$75.9K	1.11%	17
2024 Q2	$772K	Buy	2,244 +87	+4%	+$29.7K	1.17%	19
2024 Q1	$827K	Hold	2,157	–	–	1.35%	18
2023 Q4	$748K	Buy	+2,157	New	+$668K	1.36%	19

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's HD Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Home Depot (HD) stake by 26% in Q1 2026, selling an estimated $275K and leaving 2,153 shares worth $695K. The position accounts for 0.44% of the portfolio, ranked #34.

UP Strategic Wealth Investment Advisors first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

UP Strategic Wealth Investment Advisors held 2,153 shares of Home Depot worth $695K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 755 Home Depot shares in Q1 2026, an estimated $275K.
Home Depot made up 0.44% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #34 holding.
UP Strategic Wealth Investment Advisors first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Home Depot position peaked at $1.13M in Q3 2025.
4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.