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Crestwood Advisors Group’s Home Depot HD Stock Holding History

Crestwood Advisors 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
Q1 		$56.2M Sell
170,788
-5,944
-3% -$2.17M 0.94% 29
2025
Q4 		$60.8M Sell
176,732
-4,938
-3% -$1.81M 1.01% 26
2025
Q3 		$73.6M Sell
181,670
-4,602
-2% -$1.81M 1.25% 18
2025
Q2 		$68.3M Sell
186,272
-3,348
-2% -$1.21M 1.22% 21
2025
Q1 		$69.5M Sell
189,620
-17,346
-8% -$6.76M 1.32% 17
2024
Q4 		$80.5M Sell
206,966
-19,893
-9% -$8.13M 1.51% 15
2024
Q3 		$91.9M Sell
226,859
-3,896
-2% -$1.42M 1.76% 11
2024
Q2 		$79.4M Sell
230,755
-25,414
-10% -$8.67M 1.64% 14
2024
Q1 		$98.3M Sell
256,169
-30,364
-11% -$11.1M 2.15% 7
2023
Q4 		$99.3M Buy
286,533
+163
+0.1% +$50.5K 2.31% 4
2023
Q3 		$86.5M Buy
286,370
+68,354
+31% +$22M 2.27% 4
2023
Q2 		$67.7M Sell
218,016
-20,832
-9% -$6.15M 2.13% 11
2023
Q1 		$70.5M Sell
238,848
-6,743
-3% -$2.07M 2.35% 7
2022
Q4 		$77.6M Sell
245,591
-3,197
-1% -$974K 2.64% 4
2022
Q3 		$68.7M Buy
248,788
+2,016
+0.8% +$595K 2.44% 5
2022
Q2 		$67.7M Buy
246,772
+33,448
+16% +$9.88M 2.28% 7
2022
Q1 		$63.9M Sell
213,324
-989
-0.5% -$343K 1.79% 15
2021
Q4 		$88.9M Buy
214,313
+6,340
+3% +$2.41M 2.31% 7
2021
Q3 		$68.3M Buy
207,973
+3,067
+1% +$1.01M 1.93% 10
2021
Q2 		$65.3M Buy
204,906
+2,207
+1% +$702K 1.89% 10
2021
Q1 		$61.9M Buy
202,699
+7,273
+4% +$2M 1.95% 9
2020
Q4 		$51.9M Buy
195,426
+7,867
+4% +$2.16M 1.71% 11
2020
Q3 		$52.1M Buy
187,559
+20,611
+12% +$5.58M 1.96% 7
2020
Q2 		$41.8M Buy
166,948
+59,221
+55% +$13.6M 1.67% 14
2020
Q1 		$20.1M Sell
107,727
-1,395
-1% -$306K 1% 40
2019
Q4 		$23.8M Buy
109,122
+744
+0.7% +$168K 0.94% 42
2019
Q3 		$25.1M Buy
108,378
+20
+0% +$4.37K 1.11% 35
2019
Q2 		$22.5M Buy
108,358
+105,875
+4,264% +$21.1M 1.02% 37
2019
Q1 		$477K Buy
2,483
+301
+14% +$55.2K 0.03% 111
2018
Q4 		$375K Sell
2,182
-329
-13% -$59K 0.03% 114
2018
Q3 		$520K Buy
2,511
+2
+0.1% +$403 0.04% 103
2018
Q2 		$487K Buy
2,509
+513
+26% +$95.8K 0.04% 106
2018
Q1 		$356K Sell
1,996
-1,273
-39% -$239K 0.03% 123
2017
Q4 		$619K Buy
3,269
+1,825
+126% +$315K 0.05% 96
2017
Q3 		$236K Buy
1,444
+23
+2% +$3.53K 0.02% 136
2017
Q2 		$210K Sell
1,421
-133
-9% -$20.4K 0.02% 138
2017
Q1 		$241K Sell
1,554
-943
-38% -$134K 0.02% 125
2016
Q4 		$335K Sell
2,497
-274
-10% -$35.3K 0.03% 115
2016
Q3 		$357K Sell
2,771
-1,531
-36% -$204K 0.04% 92
2016
Q2 		$549K Sell
4,302
-4,916
-53% -$650K 0.07% 75
2016
Q1 		$1.23M Sell
9,218
-2,948
-24% -$367K 0.15% 63
2015
Q4 		$1.61M Buy
12,166
+326
+3% +$41.5K 0.19% 59
2015
Q3 		$1.37M Sell
11,840
-1,800
-13% -$208K 0.18% 56
2015
Q2 		$1.52M Buy
13,640
+7,883
+137% +$883K 0.2% 51
2015
Q1 		$654K Buy
5,757
+2,755
+92% +$304K 0.09% 68
2014
Q4 		$315K Buy
+3,002
New +$292K 0.05% 98

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crestwood Advisors Group's HD Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Home Depot (HD) stake by 3.4% in Q1 2026, selling an estimated $2.17M and leaving 170,788 shares worth $56.2M. The position accounts for 0.94% of the portfolio, ranked #29.

Crestwood Advisors Group first reported a position in HD in Q4 2014 and has held it in 46 quarters since. The position peaked at $99.3M in Q4 2023. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Crestwood Advisors Group held 170,788 shares of Home Depot worth $56.2M as of Q1 2026.
  • Crestwood Advisors Group sold 5,944 Home Depot shares in Q1 2026, an estimated $2.17M.
  • Home Depot made up 0.94% of Crestwood Advisors Group's portfolio in Q1 2026, its #29 holding.
  • Crestwood Advisors Group first reported a position in Home Depot in Q4 2014 and has held it in 46 quarters since.
  • Crestwood Advisors Group's Home Depot position peaked at $99.3M in Q4 2023.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.