Evelyn Partners Asset Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$84.5K Hold
257
0.02% 144
2025
Q4
$88.4K Buy
257
+30
+13% +$11K 0.02% 131
2025
Q3
$92K Buy
227
+35
+18% +$13.8K 0.02% 124
2025
Q2
$70.4K Hold
192
0.02% 122
2025
Q1
$70.4K Sell
192
-15
-7% -$5.85K 0.02% 123
2024
Q4
$80.5K Buy
+207
New +$84.6K 0.02% 118

Other funds holding HD

Evelyn Partners Asset Management's HD Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Home Depot (HD) position steady in Q1 2026 at 257 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #144.

Evelyn Partners Asset Management first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $92K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Evelyn Partners Asset Management held 257 shares of Home Depot worth $84.5K as of Q1 2026.
  • Evelyn Partners Asset Management left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #144 holding.
  • Evelyn Partners Asset Management first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Home Depot position peaked at $92K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.