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Zinnia Wealth Advisory’s Home Depot HD Stock Holding History

Zinnia Wealth Advisory’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 		$941K Buy
2,667
+238
+10% +$77.4K 0.96% 25
2026
Q1 		$799K Sell
2,429
-510
-17% -$186K 0.89% 28
2025
Q4 		$1.01M Buy
+2,939
New +$1.08M 1.09% 21

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

Zinnia Wealth Advisory's HD Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Home Depot (HD) stake by 9.8% in Q2 2026, buying an estimated $77.4K and bringing the position to 2,667 shares worth $941K. The position accounts for 0.96% of the portfolio, ranked #25.

Zinnia Wealth Advisory first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Zinnia Wealth Advisory held 2,667 shares of Home Depot worth $941K as of Q2 2026.
  • Zinnia Wealth Advisory bought 238 Home Depot shares in Q2 2026, an estimated $77.4K.
  • Home Depot made up 0.96% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #25 holding.
  • Zinnia Wealth Advisory first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Home Depot position peaked at $1.01M in Q4 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.