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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
Q2 		$953K Buy
2,698
+545
+25% +$177K 0.57% 30
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
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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's HD Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Home Depot (HD) stake by 25% in Q2 2026, buying an estimated $177K and bringing the position to 2,698 shares worth $953K. The position accounts for 0.57% of the portfolio, ranked #30.

UP Strategic Wealth Investment Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 2,698 shares of Home Depot worth $953K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 545 Home Depot shares in Q2 2026, an estimated $177K.
  • Home Depot made up 0.57% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • UP Strategic Wealth Investment Advisors's Home Depot position peaked at $1.13M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.