Concurrent Investment Advisors’s Home Depot HD Stock Holding History

Concurrent Investment 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	$47.8M	Buy	135,438 +11,822	+10%	+$3.85M	0.41%	45
2026 Q1	$40.7M	Buy	123,616 +3,613	+3%	+$1.32M	0.44%	38
2025 Q4	$41.3M	Buy	120,003 +50,725	+73%	+$18.6M	0.47%	36
2025 Q3	$28.1M	Buy	69,278 +43	+0.1%	+$16.9K	0.48%	41
2025 Q2	$25.4M	Buy	69,235 +9,210	+15%	+$3.33M	0.49%	36
2025 Q1	$22M	Buy	60,025 +7,768	+15%	+$3.03M	0.53%	34
2024 Q4	$20.3M	Buy	52,257 +82	+0.2%	+$33.5K	0.55%	35
2024 Q3	$21.1M	Buy	52,175 +1,173	+2%	+$428K	0.62%	27
2024 Q2	$17.6M	Buy	51,002 +14,782	+41%	+$5.04M	0.58%	35
2024 Q1	$13.9M	Sell	36,220 -2,053	-5%	-$750K	0.56%	37
2023 Q4	$13.3M	Buy	+38,273	New	+$11.9M	0.63%	33

Other funds holding HD

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Concurrent Investment Advisors's HD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Home Depot (HD) stake by 9.6% in Q2 2026, buying an estimated $3.85M and bringing the position to 135,438 shares worth $47.8M. The position accounts for 0.41% of the portfolio, ranked #45.

Concurrent Investment Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Concurrent Investment Advisors held 135,438 shares of Home Depot worth $47.8M as of Q2 2026.
Concurrent Investment Advisors bought 11,822 Home Depot shares in Q2 2026, an estimated $3.85M.
Home Depot made up 0.41% of Concurrent Investment Advisors's portfolio in Q2 2026, its #45 holding.
Concurrent Investment Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
1,707 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.