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Essex Financial Services’s Home Depot HD Stock Holding History

Essex Financial Services’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 		$4.44M Buy
13,512
+79
+0.6% +$28.8K 0.25% 89
2025
Q4 		$4.62M Buy
13,433
+765
+6% +$280K 0.26% 78
2025
Q3 		$5.13M Sell
12,668
-798
-6% -$314K 0.31% 72
2025
Q2 		$4.94M Buy
13,466
+706
+6% +$255K 0.32% 72
2025
Q1 		$4.68M Sell
12,760
-1,028
-7% -$401K 0.34% 69
2024
Q4 		$5.36M Sell
13,788
-116
-0.8% -$47.4K 0.38% 59
2024
Q3 		$5.59M Sell
13,904
-6,161
-31% -$2.25M 0.4% 59
2024
Q2 		$6.99M Buy
20,065
+3,468
+21% +$1.18M 0.52% 42
2024
Q1 		$6.37M Buy
16,597
+282
+2% +$103K 0.59% 37
2023
Q4 		$5.65M Sell
16,315
-241
-1% -$74.6K 0.58% 39
2023
Q3 		$5M Sell
16,556
-19
-0.1% -$6.11K 0.58% 40
2023
Q2 		$5.15M Sell
16,575
-357
-2% -$105K 0.59% 42
2023
Q1 		$5M Sell
16,932
-27
-0.2% -$8.28K 0.53% 49
2022
Q4 		$5.36M Sell
16,959
-165
-1% -$50.3K 0.57% 43
2022
Q3 		$4.72M Buy
17,124
+461
+3% +$136K 0.56% 44
2022
Q2 		$4.57M Sell
16,663
-117
-0.7% -$34.5K 0.51% 50
2022
Q1 		$5.02M Sell
16,780
-266
-2% -$92.3K 0.48% 52
2021
Q4 		$7.07M Buy
17,046
+145
+0.9% +$55.2K 0.7% 32
2021
Q3 		$5.55M Buy
16,901
+2,796
+20% +$918K 0.63% 34
2021
Q2 		$4.31M Hold
14,105
– – 0.62% 31
2021
Q1 		$4.31M Sell
14,105
-1,100
-7% -$303K 0.77% 28
2020
Q4 		$4.04M Buy
15,205
+741
+5% +$204K 0.8% 27
2020
Q3 		$4.02M Buy
14,464
+4,934
+52% +$1.34M 0.99% 19
2020
Q2 		$2.39M Sell
9,530
-5,085
-35% -$1.16M 0.74% 37
2020
Q1 		$2.73M Buy
14,615
+533
+4% +$117K 0.97% 23
2019
Q4 		$3.08M Sell
14,082
-311
-2% -$70.4K 0.85% 30
2019
Q3 		$3.34M Sell
14,393
-821
-5% -$179K 1.08% 20
2019
Q2 		$3.16M Buy
15,214
+221
+1% +$44.1K 0.93% 26
2019
Q1 		$2.88M Sell
14,993
-11,007
-42% -$2.02M 0.87% 30
2018
Q4 		$4.47M Sell
26,000
-6,774
-21% -$1.21M 1.37% 17
2018
Q3 		$6.79M Buy
32,774
+449
+1% +$90.4K 1.49% 14
2018
Q2 		$6.31M Sell
32,325
-168
-0.5% -$31.4K 1.52% 14
2018
Q1 		$5.79M Sell
32,493
-599
-2% -$112K 1.14% 23
2017
Q4 		$6.27M Sell
33,092
-596
-2% -$103K 1.49% 14
2017
Q3 		$5.51M Buy
33,688
+358
+1% +$54.9K 1.35% 15
2017
Q2 		$5.11M Buy
33,330
+894
+3% +$137K 1.08% 22
2017
Q1 		$4.76M Sell
32,436
-1,862
-5% -$264K 1.09% 19
2016
Q4 		$4.6M Buy
34,298
+1,965
+6% +$253K 0.99% 23
2016
Q3 		$4.16M Buy
32,333
+581
+2% +$77.4K 0.99% 23
2016
Q2 		$4.05M Sell
31,752
-1,602
-5% -$212K 0.98% 23
2016
Q1 		$4.45M Sell
33,354
-1,039
-3% -$129K 1.1% 16
2015
Q4 		$4.55M Buy
34,393
+436
+1% +$55.5K 1.09% 19
2015
Q3 		$3.92M Buy
33,957
+912
+3% +$105K 1.02% 22
2015
Q2 		$3.67M Sell
33,045
-658
-2% -$73.7K 0.95% 21
2015
Q1 		$3.83M Buy
33,703
+387
+1% +$42.7K 0.98% 17
2014
Q4 		$3.5M Buy
33,316
+2,758
+9% +$268K 0.91% 24
2014
Q3 		$2.8M Sell
30,558
-199
-0.6% -$17.1K 0.84% 30
2014
Q2 		$2.49M Buy
30,757
+3,965
+15% +$313K 0.75% 32
2014
Q1 		$2.12M Buy
26,792
+1,260
+5% +$100K 0.69% 31
2013
Q4 		$2.1M Sell
25,532
-4,798
-16% -$374K 0.71% 34
2013
Q3 		$2.3K Sell
30,330
-685
-2% -$52.9K 0.72% 31
2013
Q2 		$2.4M Buy
+31,015
New +$2.33M 0.84% 29

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

Essex Financial Services's HD Position: Q1 2026 in Review

Essex Financial Services increased its Home Depot (HD) stake by 0.59% in Q1 2026, buying an estimated $28.8K and bringing the position to 13,512 shares worth $4.44M. The position accounts for 0.25% of the portfolio, ranked #89.

Essex Financial Services first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.07M in Q4 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Essex Financial Services held 13,512 shares of Home Depot worth $4.44M as of Q1 2026.
  • Essex Financial Services bought 79 Home Depot shares in Q1 2026, an estimated $28.8K.
  • Home Depot made up 0.25% of Essex Financial Services's portfolio in Q1 2026, its #89 holding.
  • Essex Financial Services first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Home Depot position peaked at $7.07M in Q4 2021.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.