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EP Wealth Advisors’s Home Depot HD Stock Holding History

EP Wealth Advisors’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 		$29.1M Buy
88,427
+3,928
+5% +$1.43M 0.14% 105
2025
Q4 		$29.1M Buy
+84,499
New +$30.9M 0.15% 102
2025
Q2 		$32.6M Buy
89,019
+6,853
+8% +$2.48M 0.21% 82
2025
Q1 		$30.1M Buy
82,166
+7,631
+10% +$2.97M 0.24% 78
2024
Q4 		$29M Sell
74,535
-1,511
-2% -$617K 0.24% 80
2024
Q3 		$30.8M Buy
76,046
+8,180
+12% +$2.98M 0.26% 77
2024
Q2 		$23.4M Buy
67,866
+968
+1% +$330K 0.25% 84
2024
Q1 		$25.7M Buy
66,898
+3,034
+5% +$1.11M 0.3% 76
2023
Q4 		$22.1M Sell
63,864
-9,114
-12% -$2.82M 0.28% 76
2023
Q3 		$22.1M Buy
72,978
+69,298
+1,883% +$22.3M 0.34% 72
2023
Q2 		$23.2M Sell
3,680
-446,320
-99% -$132M 0.34% 65
2023
Q1 		$45 Buy
450,000
+382,011
+562% +$117M ﹤0.01% 635
2022
Q4 		$21.5M Buy
67,989
+8,282
+14% +$2.52M 0.39% 64
2022
Q3 		$16.5M Buy
59,707
+22,132
+59% +$6.53M 0.37% 59
2022
Q2 		$10.3M Buy
37,575
+5,739
+18% +$1.69M 0.23% 75
2022
Q1 		$9.53M Buy
31,836
+391
+1% +$136K 0.21% 79
2021
Q4 		$13.1M Buy
31,445
+653
+2% +$249K 0.31% 61
2021
Q3 		$10.1M Sell
30,792
-3,983
-11% -$1.31M 0.28% 61
2021
Q2 		$11.1M Sell
34,775
-512
-1% -$163K 0.31% 63
2021
Q1 		$10.8M Buy
35,287
+5,908
+20% +$1.63M 0.34% 59
2020
Q4 		$7.8M Buy
29,379
+2,858
+11% +$786K 0.27% 59
2020
Q3 		$7.37M Buy
26,521
+408
+2% +$111K 0.32% 55
2020
Q2 		$6.54M Sell
26,113
-2,061
-7% -$472K 0.28% 62
2020
Q1 		$5.26M Buy
28,174
+2,830
+11% +$621K 0.26% 66
2019
Q4 		$5.54M Buy
25,344
+704
+3% +$159K 0.23% 81
2019
Q3 		$5.72M Buy
24,640
+13,751
+126% +$3.01M 0.28% 62
2019
Q2 		$2.27M Buy
10,889
+851
+8% +$170K 0.14% 77
2019
Q1 		$1.93M Sell
10,038
-614
-6% -$113K 0.19% 77
2018
Q4 		$1.83M Buy
10,652
+1,620
+18% +$291K 0.14% 86
2018
Q3 		$1.87M Buy
9,032
+4,300
+91% +$866K 0.15% 78
2018
Q2 		$923K Buy
4,732
+385
+9% +$71.9K 0.09% 91
2018
Q1 		$775K Buy
4,347
+532
+14% +$99.8K 0.07% 110
2017
Q4 		$723K Buy
3,815
+146
+4% +$25.2K 0.08% 91
2017
Q3 		$600K Sell
3,669
-552
-13% -$84.6K 0.07% 94
2017
Q2 		$647K Buy
4,221
+840
+25% +$129K 0.08% 92
2017
Q1 		$496K Sell
3,381
-2
-0.1% -$284 0.07% 86
2016
Q4 		$452K Sell
3,383
-140
-4% -$18K 0.07% 88
2016
Q3 		$453K Buy
3,523
+356
+11% +$47.4K 0.07% 83
2016
Q2 		$404K Buy
3,167
+162
+5% +$21.4K 0.06% 88
2016
Q1 		$401K Sell
3,005
-307
-9% -$38.3K 0.06% 93
2015
Q4 		$438K Buy
3,312
+343
+12% +$43.6K 0.07% 100
2015
Q3 		$343K Sell
2,969
-112
-4% -$13K 0.07% 102
2015
Q2 		$342K Sell
3,081
-109
-3% -$12.2K 0.06% 89
2015
Q1 		$362K Buy
3,190
+542
+20% +$59.8K 0.07% 86
2014
Q4 		$278K Sell
2,648
-581
-18% -$56.4K 0.05% 106
2014
Q3 		$296K Buy
+3,229
New +$277K 0.05% 87

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

EP Wealth Advisors's HD Position: Q1 2026 in Review

EP Wealth Advisors increased its Home Depot (HD) stake by 4.6% in Q1 2026, buying an estimated $1.43M and bringing the position to 88,427 shares worth $29.1M. The position accounts for 0.14% of the portfolio, ranked #105.

EP Wealth Advisors first reported a position in HD in Q3 2014 and has held it in 46 quarters since. The position peaked at $32.6M in Q2 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • EP Wealth Advisors held 88,427 shares of Home Depot worth $29.1M as of Q1 2026.
  • EP Wealth Advisors bought 3,928 Home Depot shares in Q1 2026, an estimated $1.43M.
  • Home Depot made up 0.14% of EP Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • EP Wealth Advisors first reported a position in Home Depot in Q3 2014 and has held it in 46 quarters since.
  • EP Wealth Advisors's Home Depot position peaked at $32.6M in Q2 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.