AAS
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Annex Advisory Services’s Home Depot HD Stock Holding History

Annex Advisory Services’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 		$6.24M Buy
17,700
+2,927
+20% +$952K 0.11% 98
2026
Q1 		$4.86M Buy
14,773
+1,528
+12% +$557K 0.09% 106
2025
Q4 		$4.56M Sell
13,245
-7,257
-35% -$2.66M 0.09% 108
2025
Q3 		$8.31M Sell
20,502
-1,034
-5% -$407K 0.18% 80
2025
Q2 		$7.9M Buy
21,536
+796
+4% +$288K 0.19% 75
2025
Q1 		$7.6M Sell
20,740
-292
-1% -$114K 0.22% 72
2024
Q4 		$8.18M Sell
21,032
-470
-2% -$192K 0.25% 73
2024
Q3 		$8.71M Sell
21,502
-152
-0.7% -$55.4K 0.28% 67
2024
Q2 		$7.45M Buy
21,654
+3,534
+20% +$1.21M 0.26% 66
2024
Q1 		$6.95M Sell
18,120
-8,974
-33% -$3.28M 0.25% 73
2023
Q4 		$9.39M Sell
27,094
-2,749
-9% -$851K 0.39% 53
2023
Q3 		$9.02M Sell
29,843
-44
-0.1% -$14.2K 0.55% 46
2023
Q2 		$9.28M Buy
29,887
+469
+2% +$139K 0.52% 41
2023
Q1 		$8.68M Sell
29,418
-309
-1% -$94.7K 0.47% 39
2022
Q4 		$9.39M Buy
29,727
+8,390
+39% +$2.56M 0.53% 31
2022
Q3 		$5.89M Sell
21,337
-608
-3% -$179K 0.4% 47
2022
Q2 		$6.02M Buy
21,945
+1,358
+7% +$401K 0.43% 49
2022
Q1 		$6.16M Buy
20,587
+1,210
+6% +$420K 0.45% 49
2021
Q4 		$8.04M Buy
19,377
+507
+3% +$193K 0.55% 29
2021
Q3 		$6.2M Buy
18,870
+706
+4% +$232K 0.51% 28
2021
Q2 		$5.8M Buy
18,164
+372
+2% +$118K 0.47% 30
2021
Q1 		$5.43M Buy
17,792
+107
+0.6% +$29.5K 0.52% 28
2020
Q4 		$4.7M Buy
17,685
+2,747
+18% +$755K 0.46% 29
2020
Q3 		$4.15M Sell
14,938
-55
-0.4% -$14.9K 0.53% 19
2020
Q2 		$3.76M Buy
14,993
+613
+4% +$140K 0.52% 19
2020
Q1 		$2.69M Buy
14,380
+783
+6% +$172K 0.38% 27
2019
Q4 		$2.97M Buy
13,597
+36
+0.3% +$8.15K 0.36% 33
2019
Q3 		$3.15M Buy
13,561
+621
+5% +$136K 0.42% 29
2019
Q2 		$2.69M Buy
12,940
+38
+0.3% +$7.58K 0.38% 28
2019
Q1 		$2.48M Sell
12,902
-290
-2% -$53.2K 0.37% 29
2018
Q4 		$2.27M Buy
13,192
+931
+8% +$167K 0.36% 34
2018
Q3 		$2.54M Buy
12,261
+803
+7% +$162K 0.39% 31
2018
Q2 		$2.23M Buy
11,458
+329
+3% +$61.5K 0.38% 29
2018
Q1 		$1.98M Buy
11,129
+868
+8% +$163K 0.36% 30
2017
Q4 		$1.95M Buy
10,261
+210
+2% +$36.2K 0.37% 27
2017
Q3 		$1.64M Buy
10,051
+552
+6% +$84.6K 0.34% 27
2017
Q2 		$1.46M Buy
9,499
+435
+5% +$66.7K 0.32% 26
2017
Q1 		$1.33M Buy
9,064
+571
+7% +$81K 0.33% 24
2016
Q4 		$1.14M Sell
8,493
-381
-4% -$49.1K 0.28% 28
2016
Q3 		$1.14M Sell
8,874
-197
-2% -$26.3K 0.3% 25
2016
Q2 		$1.16M Sell
9,071
-211
-2% -$27.9K 0.31% 25
2016
Q1 		$1.24M Buy
9,282
+911
+11% +$114K 0.35% 20
2015
Q4 		$1.11M Buy
8,371
+1,057
+14% +$134K 0.32% 22
2015
Q3 		$845K Buy
7,314
+918
+14% +$106K 0.27% 23
2015
Q2 		$711K Buy
6,396
+1,918
+43% +$215K 0.23% 30
2015
Q1 		$509K Buy
4,478
+853
+24% +$94.1K 0.16% 37
2014
Q4 		$381K Buy
3,625
+1,070
+42% +$104K 0.12% 54
2014
Q3 		$234K Buy
+2,555
New +$219K 0.08% 68

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services's HD Position: Q2 2026 in Review

Annex Advisory Services increased its Home Depot (HD) stake by 20% in Q2 2026, buying an estimated $952K and bringing the position to 17,700 shares worth $6.24M. The position accounts for 0.11% of the portfolio, ranked #98.

Annex Advisory Services first reported a position in HD in Q3 2014 and has held it in 48 quarters since. The position peaked at $9.39M in Q4 2022. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Annex Advisory Services held 17,700 shares of Home Depot worth $6.24M as of Q2 2026.
  • Annex Advisory Services bought 2,927 Home Depot shares in Q2 2026, an estimated $952K.
  • Home Depot made up 0.11% of Annex Advisory Services's portfolio in Q2 2026, its #98 holding.
  • Annex Advisory Services first reported a position in Home Depot in Q3 2014 and has held it in 48 quarters since.
  • Annex Advisory Services's Home Depot position peaked at $9.39M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.