Elevation Wealth Partners’s Home Depot HD Stock Holding History

Elevation Wealth Partners’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	$296K	Sell	840 -37	-4%	-$12K	0.09%	111
2026 Q1	$288K	Buy	877 +19	+2%	+$6.92K	0.1%	98
2025 Q4	$295K	Sell	858 -27	-3%	-$9.89K	0.1%	100
2025 Q3	$359K	Buy	885 +36	+4%	+$14.2K	0.13%	87
2025 Q2	$311K	Hold	849	–	–	0.12%	94
2025 Q1	$311K	Sell	849 -48	-5%	-$18.7K	0.13%	87
2024 Q4	$349K	Buy	897 +12	+1%	+$4.9K	0.15%	81
2024 Q3	$359K	Hold	885	–	–	0.15%	80
2024 Q2	$305K	Hold	885	–	–	0.14%	84
2024 Q1	$339K	Buy	885 +29	+3%	+$10.6K	0.17%	81
2023 Q4	$259K	Buy	856 +385	+82%	+$119K	0.16%	87
2023 Q3	$142K	Hold	471	–	–	0.12%	75
2023 Q2	$146K	Hold	471	–	–	0.12%	78
2023 Q1	$139K	Buy	+471	New	+$144K	0.13%	80

Other funds holding HD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevation Wealth Partners's HD Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Home Depot (HD) stake by 4.2% in Q2 2026, selling an estimated $12K and leaving 840 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #111.

Elevation Wealth Partners first reported a position in HD in Q1 2023 and has held it in 14 quarters since. The position peaked at $359K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Elevation Wealth Partners held 840 shares of Home Depot worth $296K as of Q2 2026.
Elevation Wealth Partners sold 37 Home Depot shares in Q2 2026, an estimated $12K.
Home Depot made up 0.09% of Elevation Wealth Partners's portfolio in Q2 2026, its #111 holding.
Elevation Wealth Partners first reported a position in Home Depot in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Home Depot position peaked at $359K in Q3 2024.
1,736 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.