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Whipplewood Advisors’s Home Depot HD Stock Holding History

Whipplewood 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 		$6.7K Sell
19
-167
-90% -$54.3K ﹤0.01% 284
2026
Q1 		$61.2K Buy
186
+78
+72% +$28.4K 0.03% 245
2025
Q4 		$37.2K Buy
108
+8
+8% +$2.93K 0.02% 221
2025
Q3 		$40.5K Sell
100
-141
-59% -$55.4K 0.03% 212
2025
Q2 		$88.4K Sell
241
-17
-7% -$6.15K 0.05% 249
2025
Q1 		$86.5K Buy
258
+20
+8% +$7.79K 0.05% 241
2024
Q4 		$92.6K Buy
+238
New +$97.2K 0.05% 241

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

Whipplewood Advisors's HD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Home Depot (HD) stake by 90% in Q2 2026, selling an estimated $54.3K and leaving 19 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Whipplewood Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.6K in Q4 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Whipplewood Advisors held 19 shares of Home Depot worth $6.7K as of Q2 2026.
  • Whipplewood Advisors sold 167 Home Depot shares in Q2 2026, an estimated $54.3K.
  • Home Depot made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #284 holding.
  • Whipplewood Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Home Depot position peaked at $92.6K in Q4 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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