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CogentBlue Wealth Advisors’s Home Depot HD Stock Holding History

CogentBlue 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 		$235K Buy
666
+20
+3% +$6.51K 0.13% 88
2026
Q1 		$212K Buy
646
+41
+7% +$14.9K 0.14% 67
2025
Q4 		$208K Sell
605
-235
-28% -$86.1K 0.14% 67
2025
Q3 		$340K Buy
840
+170
+25% +$66.8K 0.23% 52
2025
Q2 		$246K Sell
670
-112
-14% -$40.5K 0.19% 61
2025
Q1 		$287K Buy
+782
New +$305K 0.25% 49

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

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

CogentBlue Wealth Advisors increased its Home Depot (HD) stake by 3.1% in Q2 2026, buying an estimated $6.51K and bringing the position to 666 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #88.

CogentBlue Wealth Advisors first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 991 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • CogentBlue Wealth Advisors held 666 shares of Home Depot worth $235K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 20 Home Depot shares in Q2 2026, an estimated $6.51K.
  • Home Depot made up 0.13% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • CogentBlue Wealth Advisors first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • CogentBlue Wealth Advisors's Home Depot position peaked at $340K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.