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Compass Wealth Management (Georgia)’s Home Depot HD Stock Holding History

Compass Wealth Management (Georgia)’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 		$844K Sell
2,394
-19
-0.8% -$6.18K 0.34% 42
2026
Q1 		$794K Buy
2,413
+7
+0.3% +$2.55K 0.34% 39
2025
Q4 		$828K Buy
2,406
+16
+0.7% +$5.86K 0.34% 39
2025
Q3 		$969K Buy
2,390
+5
+0.2% +$1.97K 0.43% 33
2025
Q2 		$874K Buy
+2,385
New +$863K 0.47% 33

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

Compass Wealth Management (Georgia)'s HD Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its Home Depot (HD) stake by 0.79% in Q2 2026, selling an estimated $6.18K and leaving 2,394 shares worth $844K. The position accounts for 0.34% of the portfolio, ranked #42.

Compass Wealth Management (Georgia) first reported a position in HD in Q2 2025 and has held it in 5 quarters since. The position peaked at $969K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Compass Wealth Management (Georgia) held 2,394 shares of Home Depot worth $844K as of Q2 2026.
  • Compass Wealth Management (Georgia) sold 19 Home Depot shares in Q2 2026, an estimated $6.18K.
  • Home Depot made up 0.34% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #42 holding.
  • Compass Wealth Management (Georgia) first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s Home Depot position peaked at $969K in Q3 2025.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.