WFAG
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Worth Financial Advisory Group’s Home Depot HD Stock Holding History

Worth 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 		$1.12M Buy
+3,185
New +$1.04M 0.47% 55
2026
Q1 		– Sell
-2,715
Closed -$934K – 93
2025
Q4 		$934K Buy
2,715
+40
+1% +$14.7K 0.45% 56
2025
Q3 		$1.08M Buy
2,675
+83
+3% +$32.6K 0.61% 36
2025
Q2 		$950K Buy
2,592
+299
+13% +$108K 0.58% 39
2025
Q1 		$840K Sell
2,293
-1,338
-37% -$521K 0.53% 45
2024
Q4 		$1.41M Sell
3,631
-114
-3% -$46.6K 0.87% 28
2024
Q3 		$1.52M Buy
3,745
+232
+7% +$84.6K 0.89% 26
2024
Q2 		$1.21M Buy
3,513
+290
+9% +$98.9K 0.79% 30
2024
Q1 		$1.24M Buy
3,223
+232
+8% +$84.8K 0.86% 26
2023
Q4 		$1.04M Buy
2,991
+87
+3% +$26.9K 0.83% 27
2023
Q3 		$877K Buy
2,904
+292
+11% +$93.9K 0.79% 31
2023
Q2 		$811K Buy
2,612
+30
+1% +$8.86K 0.75% 34
2023
Q1 		$762K Buy
2,582
+215
+9% +$65.9K 0.73% 37
2022
Q4 		$748K Buy
+2,367
New +$721K 0.87% 28

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

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

Worth Financial Advisory Group opened a new position in Home Depot (HD) in Q2 2026: 3,185 shares worth $1.12M. The stake represents 0.47% of the portfolio and ranks #55 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in HD as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q3 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Worth Financial Advisory Group held 3,185 shares of Home Depot worth $1.12M as of Q2 2026.
  • Home Depot was a new Worth Financial Advisory Group position in Q2 2026.
  • Home Depot made up 0.47% of Worth Financial Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Worth Financial Advisory Group first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • Worth Financial Advisory Group's Home Depot position peaked at $1.52M in Q3 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.