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Amplius Wealth Advisors’s Home Depot HD Stock Holding History

Amplius Wealth 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 		$914K Buy
2,591
+645
+33% +$210K 0.07% 81
2026
Q1 		$640K Sell
1,946
-45
-2% -$16.4K 0.05% 94
2025
Q4 		$685K Buy
1,991
+73
+4% +$26.7K 0.06% 92
2025
Q3 		$777K Buy
1,918
+54
+3% +$21.2K 0.07% 83
2025
Q2 		$683K Sell
1,864
-46
-2% -$16.6K 0.06% 99
2025
Q1 		$700K Sell
1,910
-564
-23% -$220K 0.07% 91
2024
Q4 		$962K Buy
2,474
+45
+2% +$18.4K 0.1% 74
2024
Q3 		$984K Buy
2,429
+115
+5% +$41.9K 0.11% 72
2024
Q2 		$797K Sell
2,314
-2
-0.1% -$682 0.09% 79
2024
Q1 		$888K Sell
2,316
-33
-1% -$12.1K 0.1% 74
2023
Q4 		$814K Buy
2,349
+115
+5% +$35.6K 0.1% 73
2023
Q3 		$675K Sell
2,234
-30
-1% -$9.65K 0.09% 82
2023
Q2 		$703K Buy
2,264
+55
+2% +$16.2K 0.09% 80
2023
Q1 		$652K Buy
2,209
+16
+0.7% +$4.91K 0.09% 81
2022
Q4 		$693K Sell
2,193
-27
-1% -$8.22K 0.11% 77
2022
Q3 		$613K Buy
2,220
+600
+37% +$177K 0.11% 74
2022
Q2 		$444K Sell
1,620
-803
-33% -$237K 0.07% 102
2022
Q1 		$725K Buy
2,423
+204
+9% +$70.8K 0.11% 78
2021
Q4 		$920K Buy
+2,219
New +$845K 0.13% 71

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Amplius Wealth Advisors's HD Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Home Depot (HD) stake by 33% in Q2 2026, buying an estimated $210K and bringing the position to 2,591 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #81.

Amplius Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $984K in Q3 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Amplius Wealth Advisors held 2,591 shares of Home Depot worth $914K as of Q2 2026.
  • Amplius Wealth Advisors bought 645 Home Depot shares in Q2 2026, an estimated $210K.
  • Home Depot made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Amplius Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Home Depot position peaked at $984K in Q3 2024.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.