Ameliora Wealth Management’s Home Depot HD Stock Holding History

Ameliora Wealth Management’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	$106K	Sell	300 -897	-75%	-$292K	0.03%	131
2026 Q1	$394K	Hold	1,197	–	–	0.13%	78
2025 Q4	$412K	Sell	1,197 -147	-11%	-$53.8K	0.13%	78
2025 Q3	$545K	Buy	1,344 +358	+36%	+$141K	0.18%	65
2025 Q2	$362K	Hold	986	–	–	0.13%	79
2025 Q1	$361K	Hold	986	–	–	0.14%	74
2024 Q4	$384K	Hold	986	–	–	0.14%	73
2024 Q3	$400K	Hold	986	–	–	0.17%	61
2024 Q2	$339K	Sell	986 -6,750	-87%	-$2.3M	0.15%	65
2024 Q1	$2.97M	Sell	7,736 -7	-0.1%	-$2.56K	1.35%	26
2023 Q4	$2.68M	Sell	7,743 -54	-0.7%	-$16.7K	1.33%	25
2023 Q3	$2.36M	Buy	7,797 +208	+3%	+$66.9K	1.4%	26
2023 Q2	$2.36M	Sell	7,589 -890	-10%	-$263K	1.46%	23
2023 Q1	$2.5M	Buy	8,479 +1,678	+25%	+$514K	1.46%	19
2022 Q4	$2.15M	Hold	6,801	–	–	1.15%	31
2022 Q3	$1.91M	Buy	+6,801	New	+$2.01M	1.03%	30

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ameliora Wealth Management's HD Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Home Depot (HD) stake by 75% in Q2 2026, selling an estimated $292K and leaving 300 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #131.

Ameliora Wealth Management first reported a position in HD in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.97M in Q1 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Ameliora Wealth Management held 300 shares of Home Depot worth $106K as of Q2 2026.
Ameliora Wealth Management sold 897 Home Depot shares in Q2 2026, an estimated $292K.
Home Depot made up 0.03% of Ameliora Wealth Management's portfolio in Q2 2026, its #131 holding.
Ameliora Wealth Management first reported a position in Home Depot in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Home Depot position peaked at $2.97M in Q1 2024.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.