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Valued Wealth Advisors’s Home Depot HD Stock Holding History

Valued Wealth 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 		$124K Sell
351
-7
-2% -$2.28K 0.05% 66
2026
Q1 		$118K Sell
358
-8
-2% -$2.92K 0.05% 57
2025
Q4 		$126K Buy
366
+63
+21% +$23.1K 0.06% 52
2025
Q3 		$123K Sell
303
-4
-1% -$1.57K 0.06% 54
2025
Q2 		$112K Sell
307
-3
-1% -$1.09K 0.06% 54
2025
Q1 		$114K Sell
310
-131
-30% -$51.1K 0.07% 53
2024
Q4 		$172K Buy
441
+12
+3% +$4.9K 0.11% 42
2024
Q3 		$174K Buy
429
+2
+0.5% +$729 0.11% 39
2024
Q2 		$147K Buy
427
+24
+6% +$8.19K 0.1% 39
2024
Q1 		$155K Buy
403
+25
+7% +$9.13K 0.11% 35
2023
Q4 		$114K Buy
+378
New +$117K 0.11% 32

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

Valued Wealth Advisors's HD Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Home Depot (HD) stake by 2% in Q2 2026, selling an estimated $2.28K and leaving 351 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #66.

Valued Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q3 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Valued Wealth Advisors held 351 shares of Home Depot worth $124K as of Q2 2026.
  • Valued Wealth Advisors sold 7 Home Depot shares in Q2 2026, an estimated $2.28K.
  • Home Depot made up 0.05% of Valued Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Valued Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Home Depot position peaked at $174K in Q3 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.