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BigSur Wealth Management’s Home Depot HD Stock Holding History

BigSur 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 		$1.72M Sell
4,890
-659
-12% -$214K 0.42% 67
2026
Q1 		$1.83M Sell
5,549
-3,048
-35% -$1.11M 0.51% 55
2025
Q4 		$2.96M Hold
8,597
– – 0.72% 39
2025
Q3 		$3.48M Sell
8,597
-1,832
-18% -$720K 0.85% 32
2025
Q2 		$3.82M Buy
10,429
+72
+0.7% +$26.1K 0.97% 31
2025
Q1 		$3.8M Sell
10,357
-83
-0.8% -$32.3K 1.03% 27
2024
Q4 		$4.06M Hold
10,440
– – 1.16% 23
2024
Q3 		$4.23M Buy
10,440
+150
+1% +$54.7K 1.17% 22
2024
Q2 		$3.54M Buy
10,290
+1,578
+18% +$538K 1.08% 25
2024
Q1 		$3.34M Buy
8,712
+1,747
+25% +$638K 1.05% 23
2023
Q4 		$2.41M Buy
6,965
+150
+2% +$46.5K 1.15% 23
2023
Q3 		$2.06M Buy
6,815
+21
+0.3% +$6.75K 1.04% 26
2023
Q2 		$2.11M Sell
6,794
-500
-7% -$148K 1.01% 26
2023
Q1 		$2.15M Hold
7,294
– – 1.01% 28
2022
Q4 		$2.3M Sell
7,294
-504
-6% -$154K 1.11% 26
2022
Q3 		$2.15M Sell
7,798
-9
-0.1% -$2.66K 1.09% 28
2022
Q2 		$2.14M Buy
7,807
+22
+0.3% +$6.5K 1.01% 31
2022
Q1 		$2.33M Buy
7,785
+73
+0.9% +$25.3K 0.91% 31
2021
Q4 		$3.2M Sell
7,712
-150
-2% -$57.1K 1.25% 23
2021
Q3 		$2.58M Hold
7,862
– – 1.16% 23
2021
Q2 		$2.51M Sell
7,862
-42
-0.5% -$13.4K 1.13% 26
2021
Q1 		$2.41M Buy
7,904
+500
+7% +$138K 1.24% 21
2020
Q4 		$1.97M Sell
7,404
-752
-9% -$207K 1.11% 28
2020
Q3 		$2.27M Buy
8,156
+1,550
+23% +$420K 1.44% 18
2020
Q2 		$1.66M Sell
6,606
-1,798
-21% -$412K 1.18% 22
2020
Q1 		$1.57M Buy
8,404
+400
+5% +$87.8K 1.18% 19
2019
Q4 		$1.75M Sell
8,004
-170
-2% -$38.5K 0.99% 28
2019
Q3 		$1.9M Sell
8,174
-1,400
-15% -$306K 1.28% 17
2019
Q2 		$2.01M Buy
9,574
+3,740
+64% +$746K 1.4% 15
2019
Q1 		$1.12M Sell
5,834
-1,000
-15% -$183K 0.73% 32
2018
Q4 		$1.17M Buy
6,834
+700
+11% +$126K 0.83% 29
2018
Q3 		$1.27M Buy
6,134
+500
+9% +$101K 0.8% 29
2018
Q2 		$1.1M Buy
5,634
+745
+15% +$139K 0.8% 26
2018
Q1 		$871K Buy
4,889
+1,151
+31% +$216K 0.62% 32
2017
Q4 		$708K Buy
3,738
+5
+0.1% +$863 0.7% 31
2017
Q3 		$611K Buy
3,733
+186
+5% +$28.5K 0.61% 39
2017
Q2 		$544K Sell
3,547
-5
-0.1% -$767 0.55% 50
2017
Q1 		$560K Buy
3,552
+154
+5% +$21.8K 0.61% 42
2016
Q4 		$456K Buy
+3,398
New +$438K 0.61% 44

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

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

BigSur Wealth Management reduced its Home Depot (HD) stake by 12% in Q2 2026, selling an estimated $214K and leaving 4,890 shares worth $1.72M. The position accounts for 0.42% of the portfolio, ranked #67.

BigSur Wealth Management first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.23M in Q3 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BigSur Wealth Management held 4,890 shares of Home Depot worth $1.72M as of Q2 2026.
  • BigSur Wealth Management sold 659 Home Depot shares in Q2 2026, an estimated $214K.
  • Home Depot made up 0.42% of BigSur Wealth Management's portfolio in Q2 2026, its #67 holding.
  • BigSur Wealth Management first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
  • BigSur Wealth Management's Home Depot position peaked at $4.23M in Q3 2024.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.