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Fingerlakes Wealth Management’s Home Depot HD Stock Holding History

Fingerlakes Wealth Management’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 		$1.04M Buy
2,956
+8
+0.3% +$2.6K 0.56% 44
2026
Q1 		$970K Sell
2,948
-54
-2% -$19.7K 0.64% 39
2025
Q4 		$1.03M Buy
3,002
+22
+0.7% +$8.06K 0.66% 40
2025
Q3 		$1.21M Buy
2,980
+318
+12% +$125K 0.79% 34
2025
Q2 		$976K Sell
2,662
-119
-4% -$43.1K 0.73% 36
2025
Q1 		$1.02M Sell
2,781
-191
-6% -$74.4K 0.87% 32
2024
Q4 		$1.16M Sell
2,972
-54
-2% -$22.1K 0.93% 32
2024
Q3 		$1.23M Sell
3,026
-41
-1% -$15K 1.02% 33
2024
Q2 		$1.06M Buy
3,067
+4
+0.1% +$1.36K 0.95% 33
2024
Q1 		$1.18M Sell
3,063
-66
-2% -$24.1K 1.13% 29
2023
Q4 		$1.08M Buy
3,129
+110
+4% +$34.1K 1.17% 29
2023
Q3 		$912K Sell
3,019
-38
-1% -$12.2K 1.11% 30
2023
Q2 		$950K Sell
3,057
-299
-9% -$88.3K 1.09% 32
2023
Q1 		$990K Sell
3,356
-36
-1% -$11K 1.23% 28
2022
Q4 		$1.07M Buy
3,392
+8
+0.2% +$2.44K 1.47% 24
2022
Q3 		$934K Sell
3,384
-38
-1% -$11.2K 1.36% 25
2022
Q2 		$938K Sell
3,422
-20
-0.6% -$5.91K 1.28% 25
2022
Q1 		$1.03M Sell
3,442
-34
-1% -$11.8K 1.2% 25
2021
Q4 		$1.44M Buy
+3,476
New +$1.32M 1.63% 17

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fingerlakes Wealth Management's HD Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Home Depot (HD) stake by 0.27% in Q2 2026, buying an estimated $2.6K and bringing the position to 2,956 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #44.

Fingerlakes Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2021. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fingerlakes Wealth Management held 2,956 shares of Home Depot worth $1.04M as of Q2 2026.
  • Fingerlakes Wealth Management bought 8 Home Depot shares in Q2 2026, an estimated $2.6K.
  • Home Depot made up 0.56% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Fingerlakes Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Home Depot position peaked at $1.44M in Q4 2021.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.