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Wells Financial Advisors’s Home Depot HD Stock Holding History

Wells Financial 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 		– Sell
-34
Closed -$11.7K – 59
2025
Q4 		$11.7K Hold
34
– – 0.02% 67
2025
Q3 		$13.7K Hold
34
– – 0.02% 69
2025
Q2 		$12.4K Buy
34
+1
+3% +$362 0.02% 72
2025
Q1 		$12.3K Sell
33
-138
-81% -$53.8K 0.02% 71
2024
Q4 		$66.6K Buy
171
+1
+0.6% +$409 0.09% 57
2024
Q3 		$69K Buy
+170
New +$62K 0.09% 57

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

Wells Financial Advisors's HD Position: Q1 2026 in Review

Wells Financial Advisors sold out of Home Depot (HD) in Q1 2026, closing a stake of 34 shares — an estimated $11.7K sold.

Wells Financial Advisors first reported a position in HD in Q3 2024 and held it in 6 quarters. The position peaked at $69K in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Wells Financial Advisors reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 34 Home Depot shares in Q1 2026, an estimated $11.7K.
  • Wells Financial Advisors first reported a position in Home Depot in Q3 2024 and held it in 6 quarters.
  • Wells Financial Advisors's Home Depot position peaked at $69K in Q3 2024.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.