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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
2021
Q4 		– Sell
-600
Closed -$3K – 252
2021
Q3 		$3K Buy
+600
New +$197K ﹤0.01% 247

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. 210 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.
  • 210 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.