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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
Q2 		$219K Buy
+622
New +$202K 0.21% 123
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 $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

Wallace Advisory Group's HD Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in Home Depot (HD) in Q2 2026: 622 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #123 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in HD as recently as Q4 2025.

Wallace Advisory Group first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $684K in Q3 2023. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wallace Advisory Group held 622 shares of Home Depot worth $219K as of Q2 2026.
  • Home Depot was a new Wallace Advisory Group position in Q2 2026.
  • Home Depot made up 0.21% of Wallace Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Wallace Advisory Group first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Home Depot position peaked at $684K in Q3 2023.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.