FA
HD icon

Fermata Advisors’s Home Depot HD Stock Holding History

Fermata 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
Q2 		$284K Buy
+804
New +$262K 0.06% 208
2025
Q3 		– Sell
-812
Closed -$298K – 218
2025
Q2 		$298K Sell
812
-1,066
-57% -$386K 0.08% 178
2025
Q1 		$688K Buy
1,878
+376
+25% +$147K 0.12% 126
2024
Q4 		$584K Buy
1,502
+14
+0.9% +$5.72K 0.11% 128
2024
Q3 		$603K Buy
1,488
+112
+8% +$40.9K 0.12% 108
2024
Q2 		$474K Sell
1,376
-87
-6% -$29.7K 0.11% 113
2024
Q1 		$561K Buy
1,463
+605
+71% +$221K 0.13% 105
2023
Q4 		$297K Sell
858
-3
-0.3% -$929 0.07% 132
2023
Q3 		$261K Buy
+861
New +$277K 0.07% 133
2023
Q2 		– Sell
-300
Closed -$236K – 81
2023
Q1 		$236K Sell
300
-699
-70% -$214K 0.14% 95
2022
Q4 		$315K Buy
+999
New +$304K 0.09% 111
2022
Q3 		– Sell
-977
Closed -$270K – 140
2022
Q2 		$270K Sell
977
-309
-24% -$91.2K 0.09% 131
2022
Q1 		$387K Sell
1,286
-154
-11% -$53.4K 0.15% 108
2021
Q4 		$600K Sell
1,440
-2
-0.1% -$761 0.22% 83
2021
Q3 		$475K Sell
1,442
-21
-1% -$6.89K 0.21% 87
2021
Q2 		$469K Buy
1,463
+575
+65% +$183K 0.27% 71
2021
Q1 		$272K Buy
+888
New +$245K 0.23% 64

Other funds holding HD

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fermata Advisors's HD Position: Q2 2026 in Review

Fermata Advisors opened a new position in Home Depot (HD) in Q2 2026: 804 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #208 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in HD as recently as Q2 2025.

Fermata Advisors first reported a position in HD in Q1 2021 and has held it in 17 quarters since. The position peaked at $688K in Q1 2025. 697 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fermata Advisors held 804 shares of Home Depot worth $284K as of Q2 2026.
  • Home Depot was a new Fermata Advisors position in Q2 2026.
  • Home Depot made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #208 holding.
  • Fermata Advisors first reported a position in Home Depot in Q1 2021 and has held it in 17 quarters since.
  • Fermata Advisors's Home Depot position peaked at $688K in Q1 2025.
  • 697 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.