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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
Q2 		$463K Hold
1,313
– – 0.13% 38
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
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

Waterford Advisors's HD Position: Q2 2026 in Review

Waterford Advisors held its Home Depot (HD) position steady in Q2 2026 at 1,313 shares worth $463K. 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 15 quarters since. The position peaked at $530K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Waterford Advisors held 1,313 shares of Home Depot worth $463K as of Q2 2026.
  • Waterford Advisors left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.13% of Waterford Advisors's portfolio in Q2 2026, its #38 holding.
  • Waterford Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Waterford Advisors's Home Depot position peaked at $530K in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.