Forthright Family Wealth Advisory’s Home Depot HD Stock Holding History

Forthright Family Wealth Advisory’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	$229K	Sell	648 -12	-2%	-$3.9K	0.13%	54
2026 Q1	$253K	Buy	660 +12	+2%	+$4.37K	0.17%	56
2025 Q4	$223K	Sell	648 -30	-4%	-$11K	0.14%	42
2025 Q3	$275K	Hold	678	–	–	0.17%	50
2025 Q2	$249K	Sell	678 -8	-1%	-$2.9K	0.16%	47
2025 Q1	$251K	Sell	686 -11	-2%	-$4.29K	0.17%	48
2024 Q4	$271K	Hold	697	–	–	0.18%	47
2024 Q3	$301K	Buy	697 +19	+3%	+$6.93K	0.19%	46
2024 Q2	$233K	Buy	678 +18	+3%	+$6.14K	0.15%	59
2024 Q1	$253K	Buy	660 +14	+2%	+$5.12K	0.17%	56
2023 Q4	$224K	Buy	+646	New	+$200K	0.18%	47

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Forthright Family Wealth Advisory's HD Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Home Depot (HD) stake by 1.8% in Q2 2026, selling an estimated $3.9K and leaving 648 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #54.

Forthright Family Wealth Advisory first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $301K in Q3 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Forthright Family Wealth Advisory held 648 shares of Home Depot worth $229K as of Q2 2026.
Forthright Family Wealth Advisory sold 12 Home Depot shares in Q2 2026, an estimated $3.9K.
Home Depot made up 0.13% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #54 holding.
Forthright Family Wealth Advisory first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Home Depot position peaked at $301K in Q3 2024.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.