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Westbourne Investment Advisors’s Home Depot HD Stock Holding History

Westbourne Investment 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 		$7.04M Buy
19,972
+210
+1% +$68.3K 1.94% 18
2026
Q1 		$6.5M Buy
19,762
+201
+1% +$73.2K 1.89% 19
2025
Q4 		$6.73M Buy
19,561
+16
+0.1% +$5.86K 1.86% 20
2025
Q3 		$7.92M Buy
19,545
+1,515
+8% +$596K 2.21% 14
2025
Q2 		$6.61M Buy
18,030
+85
+0.5% +$30.8K 2.01% 17
2025
Q1 		$6.58M Buy
17,945
+235
+1% +$91.6K 2.34% 16
2024
Q4 		$6.89M Buy
17,710
+490
+3% +$200K 2.36% 13
2024
Q3 		$6.98M Buy
17,220
+302
+2% +$110K 2.44% 11
2024
Q2 		$5.82M Buy
16,918
+20
+0.1% +$6.82K 2.11% 15
2024
Q1 		$6.48M Buy
16,898
+333
+2% +$122K 2.39% 12
2023
Q4 		$5.74M Buy
16,565
+147
+0.9% +$45.5K 2.3% 14
2023
Q3 		$4.96M Sell
16,418
-123
-0.7% -$39.6K 2.28% 15
2023
Q2 		$5.14M Buy
16,541
+279
+2% +$82.4K 2.3% 14
2023
Q1 		$4.8M Sell
16,262
-193
-1% -$59.2K 2.32% 15
2022
Q4 		$5.2M Sell
16,455
-263
-2% -$80.1K 2.63% 13
2022
Q3 		$4.61M Sell
16,718
-88
-0.5% -$26K 2.45% 16
2022
Q2 		$4.61M Buy
16,806
+178
+1% +$52.6K 2.86% 12
2022
Q1 		$4.98M Sell
16,628
-221
-1% -$76.7K 2.06% 18
2021
Q4 		$6.99M Sell
16,849
-101
-0.6% -$38.5K 2.75% 11
2021
Q3 		$5.56M Sell
16,950
-8
-0% -$2.63K 2.53% 13
2021
Q2 		$5.41M Buy
16,958
+50
+0.3% +$15.9K 2.45% 15
2021
Q1 		$5.16M Buy
16,908
+1,059
+7% +$292K 2.57% 13
2020
Q4 		$4.21M Sell
15,849
-865
-5% -$238K 2.46% 13
2020
Q3 		$4.64M Sell
16,714
-514
-3% -$139K 5.32% 4
2020
Q2 		$4.32M Sell
17,228
-908
-5% -$208K 5.32% 4
2020
Q1 		$3.39M Sell
18,136
-681
-4% -$149K 3.13% 8
2019
Q4 		$4.11M Sell
18,817
-780
-4% -$177K 2.8% 9
2019
Q3 		$4.55M Sell
19,597
-455
-2% -$99.5K 3.4% 5
2019
Q2 		$4.17M Sell
20,052
-115
-0.6% -$22.9K 3.38% 6
2019
Q1 		$3.87M Buy
20,167
+2,085
+12% +$382K 2.96% 6
2018
Q4 		$3.11M Buy
18,082
+2,316
+15% +$415K 2.68% 8
2018
Q3 		$3.27M Sell
15,766
-50
-0.3% -$10.1K 2.37% 8
2018
Q2 		$3.09M Buy
15,816
+1,120
+8% +$209K 2.66% 8
2018
Q1 		$2.62M Sell
14,696
-970
-6% -$182K 2.1% 11
2017
Q4 		$2.97M Sell
15,666
-385
-2% -$66.5K 2.25% 10
2017
Q3 		$2.63M Buy
16,051
+618
+4% +$94.8K 2.05% 12
2017
Q2 		$2.37M Buy
15,433
+15
+0.1% +$2.3K 1.93% 13
2017
Q1 		$2.26M Hold
15,418
– – 1.86% 16
2016
Q4 		$2.07M Buy
15,418
+860
+6% +$111K 1.81% 18
2016
Q3 		$1.87M Sell
14,558
-1,050
-7% -$140K 1.66% 20
2016
Q2 		$1.99M Sell
15,608
-1,715
-10% -$227K 1.8% 16
2016
Q1 		$2.31M Buy
17,323
+235
+1% +$29.3K 2.21% 10
2015
Q4 		$2.26M Sell
17,088
-150
-0.9% -$19.1K 2.18% 9
2015
Q3 		$1.99M Sell
17,238
-500
-3% -$57.8K 2% 12
2015
Q2 		$1.97M Buy
+17,738
New +$1.99M 1.79% 16

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

Westbourne Investment Advisors's HD Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Home Depot (HD) stake by 1.1% in Q2 2026, buying an estimated $68.3K and bringing the position to 19,972 shares worth $7.04M. The position accounts for 1.94% of the portfolio, ranked #18.

Westbourne Investment Advisors first reported a position in HD in Q2 2015 and has held it in 45 quarters since. The position peaked at $7.92M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Westbourne Investment Advisors held 19,972 shares of Home Depot worth $7.04M as of Q2 2026.
  • Westbourne Investment Advisors bought 210 Home Depot shares in Q2 2026, an estimated $68.3K.
  • Home Depot made up 1.94% of Westbourne Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Westbourne Investment Advisors first reported a position in Home Depot in Q2 2015 and has held it in 45 quarters since.
  • Westbourne Investment Advisors's Home Depot position peaked at $7.92M in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.