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Wiser Advisor Group’s Home Depot HD Stock Holding History

Wiser Advisor 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 		– Sell
-3,795
Closed -$1.25M – 230
2026
Q1 		$1.25M Sell
3,795
-20
-0.5% -$7.29K 1.51% 27
2025
Q4 		$1.31M Buy
3,815
+11
+0.3% +$4.03K 1.5% 26
2025
Q3 		$1.54M Sell
3,804
-70
-2% -$27.5K 1.92% 20
2025
Q2 		$1.42M Buy
3,874
+14
+0.4% +$5.07K 2.47% 18
2025
Q1 		$1.41M Buy
3,860
+277
+8% +$108K 2.09% 17
2024
Q4 		$1.39M Buy
3,583
+48
+1% +$19.6K 2.03% 17
2024
Q3 		$1.43M Buy
3,535
+46
+1% +$16.8K 2.14% 16
2024
Q2 		$1.2M Buy
3,489
+213
+7% +$72.7K 1.89% 20
2024
Q1 		$1.26M Sell
3,276
-69
-2% -$25.2K 1.98% 20
2023
Q4 		$1.16M Buy
+3,345
New +$1.04M 1.93% 18

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

Wiser Advisor Group's HD Position: Q2 2026 in Review

Wiser Advisor Group sold out of Home Depot (HD) in Q2 2026, closing a stake of 3,795 shares — an estimated $1.25M sold.

Wiser Advisor Group first reported a position in HD in Q4 2023 and held it in 10 quarters. The position peaked at $1.54M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wiser Advisor Group reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Wiser Advisor Group sold 3,795 Home Depot shares in Q2 2026, an estimated $1.25M.
  • Wiser Advisor Group first reported a position in Home Depot in Q4 2023 and held it in 10 quarters.
  • Wiser Advisor Group's Home Depot position peaked at $1.54M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.