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Dupree Financial Group’s Home Depot HD Stock Holding History

Dupree 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 		$335K Hold
1,178
– – 0.12% 66
2026
Q2 		$415K Sell
1,178
-27
-2% -$8.78K 0.16% 60
2026
Q1 		$396K Sell
1,205
-30
-2% -$10.9K 0.16% 57
2025
Q4 		$425K Sell
1,235
-47
-4% -$17.2K 0.15% 57
2025
Q3 		$519K Buy
1,282
+78
+6% +$30.7K 0.2% 48
2025
Q2 		$441K Hold
1,204
– – 0.17% 54
2025
Q1 		$441K Hold
1,204
– – 0.18% 53
2024
Q4 		$468K Buy
1,204
+42
+4% +$17.2K 0.21% 44
2024
Q3 		$471K Buy
1,162
+119
+11% +$43.4K 0.19% 52
2024
Q2 		$359K Hold
1,043
– – 0.16% 48
2024
Q1 		$400K Hold
1,043
– – 0.18% 43
2023
Q4 		$361K Buy
+1,043
New +$323K 0.18% 40

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

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

Dupree Financial Group held its Home Depot (HD) position steady in Q3 2026 at 1,178 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #66.

Dupree Financial Group first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $519K in Q3 2025. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Dupree Financial Group held 1,178 shares of Home Depot worth $335K as of Q3 2026.
  • Dupree Financial Group left its Home Depot share count unchanged in Q3 2026.
  • Home Depot made up 0.12% of Dupree Financial Group's portfolio in Q3 2026, its #66 holding.
  • Dupree Financial Group first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's Home Depot position peaked at $519K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.