HWA
HD icon

HMV Wealth Advisors’s Home Depot HD Stock Holding History

HMV Wealth 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 		$1.09M Sell
3,088
-268
-8% -$87.2K 0.42% 35
2026
Q1 		$1.1M Buy
3,356
+1
+0% +$364 0.52% 29
2025
Q4 		$1.15M Hold
3,355
– – 0.58% 27
2025
Q3 		$1.36M Hold
3,355
– – 0.75% 26
2025
Q2 		$1.23M Hold
3,355
– – 0.81% 28
2025
Q1 		$1.23M Hold
3,355
– – 0.98% 30
2024
Q4 		$1.31M Buy
+3,355
New +$1.37M 1.31% 25

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

HMV Wealth Advisors's HD Position: Q2 2026 in Review

HMV Wealth Advisors reduced its Home Depot (HD) stake by 8% in Q2 2026, selling an estimated $87.2K and leaving 3,088 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #35.

HMV Wealth Advisors first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • HMV Wealth Advisors held 3,088 shares of Home Depot worth $1.09M as of Q2 2026.
  • HMV Wealth Advisors sold 268 Home Depot shares in Q2 2026, an estimated $87.2K.
  • Home Depot made up 0.42% of HMV Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • HMV Wealth Advisors first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Home Depot position peaked at $1.36M in Q3 2025.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.