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GoalVest Advisory’s Home Depot HD Stock Holding History

GoalVest 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 		$145K Sell
410
-243
-37% -$79.1K 0.03% 134
2026
Q1 		$215K Sell
653
-94
-13% -$34.3K 0.04% 143
2025
Q4 		$257K Buy
747
+107
+17% +$39.2K 0.05% 132
2025
Q3 		$259K Hold
640
– – 0.06% 118
2025
Q2 		$235K Buy
640
+210
+49% +$76K 0.06% 116
2025
Q1 		$158K Buy
430
+136
+46% +$53K 0.04% 130
2024
Q4 		$114K Sell
294
-31
-10% -$12.7K 0.03% 143
2024
Q3 		$132K Buy
325
+95
+41% +$34.7K 0.04% 128
2024
Q2 		$79.2K Sell
230
-210
-48% -$71.6K 0.03% 148
2024
Q1 		$169K Buy
440
+52
+13% +$19K 0.06% 116
2023
Q4 		$134K Buy
388
+77
+25% +$23.8K 0.06% 84
2023
Q3 		$94K Buy
311
+73
+31% +$23.5K 0.05% 107
2023
Q2 		$73.9K Sell
238
-100
-30% -$29.5K 0.04% 117
2023
Q1 		$99.8K Sell
338
-59
-15% -$18.1K 0.06% 84
2022
Q4 		$125K Buy
397
+18
+5% +$5.48K 0.08% 84
2022
Q3 		$105K Sell
379
-1,243
-77% -$367K 0.07% 87
2022
Q2 		$460K Buy
1,622
+454
+39% +$134K 0.29% 96
2022
Q1 		$350K Buy
+1,168
New +$405K 0.2% 98
2021
Q2 		$362K Buy
1,134
+53
+5% +$16.9K 0.22% 99
2021
Q1 		$330K Sell
1,081
-771
-42% -$213K 0.25% 97
2020
Q4 		$492K Buy
+1,852
New +$509K 0.41% 73

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

GoalVest Advisory's HD Position: Q2 2026 in Review

GoalVest Advisory reduced its Home Depot (HD) stake by 37% in Q2 2026, selling an estimated $79.1K and leaving 410 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #134.

GoalVest Advisory first reported a position in HD in Q4 2020 and has held it in 21 quarters since. The position peaked at $492K in Q4 2020. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • GoalVest Advisory held 410 shares of Home Depot worth $145K as of Q2 2026.
  • GoalVest Advisory sold 243 Home Depot shares in Q2 2026, an estimated $79.1K.
  • Home Depot made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #134 holding.
  • GoalVest Advisory first reported a position in Home Depot in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Home Depot position peaked at $492K in Q4 2020.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.