Capital Advantage’s Home Depot HD Stock Holding History

Capital Advantage’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	$703K	Buy	1,993 +41	+2%	+$13.3K	0.09%	82
2026 Q1	$642K	Sell	1,952 -110	-5%	-$40.1K	0.08%	83
2025 Q4	$709K	Buy	2,062 +69	+3%	+$25.3K	0.1%	81
2025 Q3	$807K	Buy	1,993 +39	+2%	+$15.3K	0.12%	73
2025 Q2	$716K	Sell	1,954 -735	-27%	-$266K	0.11%	74
2025 Q1	$1.05M	Hold	2,689	–	–	0.19%	52
2024 Q4	$1.05M	Buy	+2,689	New	+$1.1M	0.19%	52
2021 Q2	–	Sell	-3,434	Closed	-$1.05M	–	73
2021 Q1	$1.05M	Buy	3,434 +223	+7%	+$61.5K	0.29%	36
2020 Q4	$854K	Buy	3,211 +707	+28%	+$194K	0.25%	37
2020 Q3	$708K	Buy	2,504 +17	+0.7%	+$4.61K	0.23%	37
2020 Q2	$623K	Buy	2,487 +23	+0.9%	+$5.26K	0.22%	42
2020 Q1	$516K	Buy	2,464 +109	+5%	+$23.9K	0.2%	44
2019 Q4	$546K	Buy	2,355 +273	+13%	+$61.8K	0.17%	48
2019 Q3	$483K	Buy	+2,082	New	+$455K	0.17%	47
2019 Q1	$317K	Buy	1,654 +101	+7%	+$18.5K	0.11%	63
2018 Q4	$267K	Buy	1,553 +13	+0.8%	+$2.33K	0.1%	59
2018 Q3	$319K	Hold	1,540	–	–	0.07%	64
2018 Q2	$300K	Buy	1,540 +16	+1%	+$2.99K	0.07%	64
2018 Q1	$272K	Buy	1,524 +22	+1%	+$4.13K	0.07%	59
2017 Q4	$285K	Hold	1,502	–	–	0.07%	62
2017 Q3	$246K	Buy	1,502 +22	+1%	+$3.37K	0.06%	66
2017 Q2	$227K	Sell	1,480 -206	-12%	-$31.6K	0.06%	68
2017 Q1	$248K	Buy	1,686 +110	+7%	+$15.6K	0.07%	68
2016 Q4	$211K	Buy	+1,576	New	+$203K	0.06%	77
2016 Q2	–	Sell	-1,518	Closed	-$203K	–	80
2016 Q1	$203K	Hold	1,518	–	–	0.07%	74
2015 Q4	$201K	Buy	+1,518	New	+$193K	0.07%	75

Other funds holding HD

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

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

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return