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Wallace Advisory Group’s Home Depot HD Stock Holding History

Wallace Advisory 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 		– Sell
-620
Closed -$213K – 134
2025
Q4 		$213K Sell
620
-383
-38% -$140K 0.22% 121
2025
Q3 		$368K Sell
1,003
-284
-22% -$112K 0.3% 105
2025
Q2 		$472K Buy
1,287
+2
+0.2% +$724 0.34% 85
2025
Q1 		$500K Sell
1,285
-132
-9% -$51.4K 0.35% 85
2024
Q4 		$574K Buy
1,417
+31
+2% +$12.7K 0.4% 64
2024
Q3 		$477K Sell
1,386
-11
-0.8% -$4.01K 0.35% 72
2024
Q2 		$481K Sell
1,397
-213
-13% -$72.7K 0.35% 74
2024
Q1 		$558K Sell
1,610
-452
-22% -$165K 0.42% 62
2023
Q4 		$623K Sell
2,062
-141
-6% -$43.7K 0.49% 41
2023
Q3 		$684K Buy
2,203
+98
+5% +$31.5K 0.49% 39
2023
Q2 		$621K Hold
2,105
– – 0.47% 44
2023
Q1 		$621K Buy
2,105
+69
+3% +$21.2K 0.47% 44
2022
Q4 		$643K Buy
+2,036
New +$620K 0.51% 44

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

Wallace Advisory Group's HD Position: Q1 2026 in Review

Wallace Advisory Group sold out of Home Depot (HD) in Q1 2026, closing a stake of 620 shares — an estimated $213K sold.

Wallace Advisory Group first reported a position in HD in Q4 2022 and held it in 13 quarters. The position peaked at $684K in Q3 2023. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Wallace Advisory Group reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 620 Home Depot shares in Q1 2026, an estimated $213K.
  • Wallace Advisory Group first reported a position in Home Depot in Q4 2022 and held it in 13 quarters.
  • Wallace Advisory Group's Home Depot position peaked at $684K in Q3 2023.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.