Waterford Advisors’s Home Depot HD Stock Holding History

Waterford 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	$425K	Hold	1,313	–	–	0.13%	38
2025 Q4	$452K	Buy	1,313 +5	+0.4%	+$1.83K	0.18%	33
2025 Q3	$530K	Sell	1,308 -849	-39%	-$334K	0.18%	33
2025 Q2	$480K	Buy	2,157 +849	+65%	+$307K	0.18%	37
2025 Q1	$479K	Sell	1,308 -12	-0.9%	-$4.68K	0.2%	33
2024 Q4	$513K	Buy	1,320 +12	+0.9%	+$4.9K	0.26%	29
2024 Q3	$530K	Hold	1,308	–	–	0.27%	29
2024 Q2	$450K	Hold	1,308	–	–	0.19%	36
2024 Q1	$502K	Hold	1,308	–	–	0.21%	34
2023 Q4	$453K	Hold	1,308	–	–	0.21%	32
2023 Q3	$395K	Hold	1,308	–	–	0.22%	31
2023 Q2	$406K	Sell	1,308 -9	-0.7%	-$2.66K	0.2%	36
2023 Q1	$389K	Buy	1,317 +9	+0.7%	+$2.76K	0.21%	34
2022 Q4	$413K	Buy	+1,308	New	+$398K	0.24%	34

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

Waterford Advisors's HD Position: Q1 2026 in Review

Waterford Advisors held its Home Depot (HD) position steady in Q1 2026 at 1,313 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #38.

Waterford Advisors first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $530K in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Waterford Advisors held 1,313 shares of Home Depot worth $425K as of Q1 2026.
Waterford Advisors left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.13% of Waterford Advisors's portfolio in Q1 2026, its #38 holding.
Waterford Advisors first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Waterford Advisors's Home Depot position peaked at $530K in Q3 2024.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.