C1AG
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Client 1st Advisory Group’s Home Depot HD Stock Holding History

Client 1st Advisory Group’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 		$633K Sell
1,796
-323
-15% -$105K 0.17% 70
2026
Q1 		$697K Buy
2,119
+45
+2% +$16.4K 0.21% 61
2025
Q4 		$714K Buy
2,074
+198
+11% +$72.5K 0.22% 56
2025
Q3 		$760K Buy
1,876
+483
+35% +$190K 0.25% 49
2025
Q2 		$511K Sell
1,393
-485
-26% -$176K 0.19% 65
2025
Q1 		$688K Buy
1,878
+27
+1% +$10.5K 0.27% 51
2024
Q4 		$720K Buy
1,851
+615
+50% +$251K 0.28% 46
2024
Q3 		$501K Buy
1,236
+566
+84% +$206K 0.2% 62
2024
Q2 		$231K Sell
670
-16
-2% -$5.46K 0.1% 104
2024
Q1 		$263K Hold
686
– – 0.12% 94
2023
Q4 		$238K Hold
686
– – 0.12% 98
2023
Q3 		$207K Sell
686
-25
-4% -$8.04K 0.11% 98
2023
Q2 		$221K Sell
711
-15
-2% -$4.43K 0.12% 94
2023
Q1 		$214K Sell
726
-11
-1% -$3.37K 0.12% 89
2022
Q4 		$233K Buy
737
+11
+2% +$3.35K 0.14% 82
2022
Q3 		$200K Buy
+726
New +$214K 0.12% 78
2022
Q2 		– Sell
-768
Closed -$230K – 75
2022
Q1 		$230K Buy
768
+4
+0.5% +$1.39K 0.11% 75
2021
Q4 		$317K Sell
764
-17
-2% -$6.47K 0.15% 56
2021
Q3 		$256K Sell
781
-128
-14% -$42K 0.13% 64
2021
Q2 		$290K Buy
909
+42
+5% +$13.4K 0.15% 55
2021
Q1 		$265K Buy
867
+4
+0.5% +$1.1K 0.15% 55
2020
Q4 		$238K Hold
863
– – 0.15% 52
2020
Q3 		$240K Sell
863
-100
-10% -$27.1K 0.17% 49
2020
Q2 		$258K Buy
+963
New +$220K 0.21% 48
2020
Q1 		– Sell
-1,076
Closed -$235K – 52
2019
Q4 		$235K Buy
+1,076
New +$244K 0.23% 46

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

Client 1st Advisory Group's HD Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Home Depot (HD) stake by 15% in Q2 2026, selling an estimated $105K and leaving 1,796 shares worth $633K. The position accounts for 0.17% of the portfolio, ranked #70.

Client 1st Advisory Group first reported a position in HD in Q4 2019 and has held it in 25 quarters since. The position peaked at $760K in Q3 2025. 926 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Client 1st Advisory Group held 1,796 shares of Home Depot worth $633K as of Q2 2026.
  • Client 1st Advisory Group sold 323 Home Depot shares in Q2 2026, an estimated $105K.
  • Home Depot made up 0.17% of Client 1st Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Client 1st Advisory Group first reported a position in Home Depot in Q4 2019 and has held it in 25 quarters since.
  • Client 1st Advisory Group's Home Depot position peaked at $760K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.