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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 		$494K Hold
1,400
– – ﹤0.01% 1406
2026
Q1 		$460K Sell
1,400
-1,400
-50% -$510K 0.01% 1252
2025
Q4 		$963K Buy
2,800
+1,400
+100% +$513K 0.01% 850
2025
Q3 		$567K Buy
+1,400
New +$550K 0.01% 856
2024
Q2 		– Sell
-100
Closed -$38.4K – 1030
2024
Q1 		$38.4K Buy
+100
New +$36.5K ﹤0.01% 879

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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)
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mirae Asset Global Investments
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

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. 1,809 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.
  • 1,809 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.