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Cooper Financial Group’s Home Depot HD Stock Holding History

Cooper Financial 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
Q3 		$1.77M Sell
6,223
-1,180
-16% -$387K 0.14% 116
2026
Q2 		$2.61M Buy
7,403
+362
+5% +$118K 0.22% 87
2026
Q1 		$2.32M Sell
7,041
-281
-4% -$102K 0.23% 82
2025
Q4 		$2.52M Sell
7,322
-186
-2% -$68.1K 0.27% 65
2025
Q3 		$3.04M Buy
7,508
+36
+0.5% +$14.2K 0.34% 51
2025
Q2 		$2.74M Sell
7,472
-1,620
-18% -$586K 0.32% 54
2025
Q1 		$3.33M Buy
9,092
+563
+7% +$219K 0.44% 46
2024
Q4 		$3.32M Buy
8,529
+559
+7% +$228K 0.4% 46
2024
Q3 		$3.23M Buy
7,970
+1,144
+17% +$417K 0.42% 45
2024
Q2 		$2.35M Sell
6,826
-119
-2% -$40.6K 0.35% 53
2024
Q1 		$2.66M Buy
6,945
+164
+2% +$59.9K 0.44% 36
2023
Q4 		$2.35M Buy
6,781
+174
+3% +$53.9K 0.43% 41
2023
Q3 		$2M Sell
6,607
-225
-3% -$72.4K 0.48% 42
2023
Q2 		$2.12M Buy
6,832
+554
+9% +$164K 0.53% 37
2023
Q1 		$1.85M Sell
6,278
-762
-11% -$234K 0.5% 38
2022
Q4 		$2.22M Sell
7,040
-1,382
-16% -$421K 0.68% 31
2022
Q3 		$2.32M Buy
8,422
+221
+3% +$65.2K 0.84% 24
2022
Q2 		$2.25M Buy
8,201
+580
+8% +$171K 0.82% 27
2022
Q1 		$2.28M Sell
7,621
-660
-8% -$229K 0.87% 22
2021
Q4 		$3.44M Sell
8,281
-1,298
-14% -$494K 1.3% 14
2021
Q3 		$3.15M Buy
9,579
+209
+2% +$68.6K 0.65% 29
2021
Q2 		$2.99M Buy
9,370
+283
+3% +$90K 0.61% 30
2021
Q1 		$2.77M Sell
9,087
-1,349
-13% -$372K 0.63% 28
2020
Q4 		$2.77M Buy
10,436
+2,641
+34% +$726K 0.57% 31
2020
Q3 		$2.17M Buy
7,795
+1,400
+22% +$379K 0.63% 31
2020
Q2 		$1.6M Buy
6,395
+691
+12% +$158K 0.52% 33
2020
Q1 		$1.06M Buy
5,704
+896
+19% +$197K 0.44% 37
2019
Q4 		$1.05M Sell
4,808
-871
-15% -$197K 0.42% 34
2019
Q3 		$1.32M Buy
5,679
+7
+0.1% +$1.53K 0.59% 26
2019
Q2 		$1.18M Buy
5,672
+613
+12% +$122K 0.57% 28
2019
Q1 		$971K Buy
5,059
+849
+20% +$156K 0.53% 25
2018
Q4 		$723K Buy
+4,210
New +$755K 0.49% 32

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Cooper Financial Group's HD Position: Q3 2026 in Review

Cooper Financial Group reduced its Home Depot (HD) stake by 16% in Q3 2026, selling an estimated $387K and leaving 6,223 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #116.

Cooper Financial Group first reported a position in HD in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.44M in Q4 2021. 196 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Cooper Financial Group held 6,223 shares of Home Depot worth $1.77M as of Q3 2026.
  • Cooper Financial Group sold 1,180 Home Depot shares in Q3 2026, an estimated $387K.
  • Home Depot made up 0.14% of Cooper Financial Group's portfolio in Q3 2026, its #116 holding.
  • Cooper Financial Group first reported a position in Home Depot in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Home Depot position peaked at $3.44M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.