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Everhart Financial Group’s Home Depot HD Stock Holding History

Everhart 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
Q2 		$2.04M Buy
5,784
+169
+3% +$55K 0.13% 82
2026
Q1 		$1.85M Sell
5,615
-1,271
-18% -$463K 0.16% 87
2025
Q4 		$2.37M Buy
6,886
+390
+6% +$143K 0.22% 55
2025
Q3 		$2.63M Buy
6,496
+289
+5% +$114K 0.26% 46
2025
Q2 		$2.28M Buy
6,207
+722
+13% +$261K 0.26% 49
2025
Q1 		$2.01M Buy
5,485
+107
+2% +$41.7K 0.27% 48
2024
Q4 		$2.09M Buy
5,378
+332
+7% +$136K 0.43% 43
2024
Q3 		$2.04M Buy
5,046
+720
+17% +$263K 0.45% 42
2024
Q2 		$1.49M Buy
4,326
+307
+8% +$105K 0.39% 46
2024
Q1 		$1.54M Buy
4,019
+211
+6% +$77.1K 0.45% 40
2023
Q4 		$1.32M Buy
3,808
+659
+21% +$204K 0.47% 42
2023
Q3 		$952K Buy
3,149
+341
+12% +$110K 0.4% 55
2023
Q2 		$872K Buy
2,808
+437
+18% +$129K 0.36% 60
2023
Q1 		$700K Sell
2,371
-397
-14% -$122K 0.31% 66
2022
Q4 		$874K Buy
2,768
+1,270
+85% +$387K 0.44% 48
2022
Q3 		$413K Sell
1,498
-903
-38% -$267K 0.23% 85
2022
Q2 		$658K Buy
2,401
+339
+16% +$100K 0.4% 50
2022
Q1 		$617K Buy
2,062
+457
+28% +$159K 0.36% 58
2021
Q4 		$666K Buy
1,605
+243
+18% +$92.5K 0.4% 52
2021
Q3 		$447K Buy
1,362
+266
+24% +$87.3K 0.31% 61
2021
Q2 		$349K Buy
+1,096
New +$349K 0.24% 68

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's HD Position: Q2 2026 in Review

Everhart Financial Group increased its Home Depot (HD) stake by 3% in Q2 2026, buying an estimated $55K and bringing the position to 5,784 shares worth $2.04M. The position accounts for 0.13% of the portfolio, ranked #82.

Everhart Financial Group first reported a position in HD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.63M in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Everhart Financial Group held 5,784 shares of Home Depot worth $2.04M as of Q2 2026.
  • Everhart Financial Group bought 169 Home Depot shares in Q2 2026, an estimated $55K.
  • Home Depot made up 0.13% of Everhart Financial Group's portfolio in Q2 2026, its #82 holding.
  • Everhart Financial Group first reported a position in Home Depot in Q2 2021 and has held it in 21 quarters since.
  • Everhart Financial Group's Home Depot position peaked at $2.63M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.