WFAG
HD icon

Wescott Financial Advisory Group’s Home Depot HD Stock Holding History

Wescott Financial 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 		$397K Buy
1,126
+114
+11% +$37.1K 0.03% 148
2026
Q1 		$333K Buy
+1,012
New +$369K 0.03% 151
2025
Q4 		– Sell
-590
Closed -$239K – 191
2025
Q3 		$239K Buy
+590
New +$232K 0.02% 160
2021
Q2 		– Sell
-1,233
Closed -$376K – 66
2021
Q1 		$376K Buy
+1,233
New +$340K 0.24% 41

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

Wescott Financial Advisory Group's HD Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Home Depot (HD) stake by 11% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,126 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #148.

Wescott Financial Advisory Group first reported a position in HD in Q1 2021 and has held it in 4 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wescott Financial Advisory Group held 1,126 shares of Home Depot worth $397K as of Q2 2026.
  • Wescott Financial Advisory Group bought 114 Home Depot shares in Q2 2026, an estimated $37.1K.
  • Home Depot made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #148 holding.
  • Wescott Financial Advisory Group first reported a position in Home Depot in Q1 2021 and has held it in 4 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.