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Hoertkorn Richard Charles’s Home Depot HD Stock Holding History

Hoertkorn Richard Charles’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 		$4.48M Sell
12,696
-110
-0.9% -$35.8K 3% 13
2026
Q1 		$4.21M Sell
12,806
-7,060
-36% -$2.57M 3.46% 11
2025
Q4 		$6.84M Sell
19,866
-110
-0.6% -$40.3K 2.66% 14
2025
Q3 		$8.09M Sell
19,976
-10
-0.1% -$3.93K 3.13% 13
2025
Q2 		$7.33M Sell
19,986
-69
-0.3% -$25K 3.1% 13
2025
Q1 		$7.35M Sell
20,055
-9
-0% -$3.51K 3.4% 11
2024
Q4 		$7.8M Sell
20,064
-820
-4% -$335K 3.21% 11
2024
Q3 		$8.46M Sell
20,884
-225
-1% -$82.1K 3.65% 11
2024
Q2 		$7.27M Sell
21,109
-675
-3% -$230K 3.16% 12
2024
Q1 		$8.36M Sell
21,784
-450
-2% -$164K 3.59% 10
2023
Q4 		$7.71M Hold
22,234
– – 3.47% 12
2023
Q3 		$6.72M Sell
22,234
-17
-0.1% -$5.47K 3.36% 14
2023
Q2 		$6.91M Sell
22,251
-50
-0.2% -$14.8K 3.33% 12
2023
Q1 		$6.58M Sell
22,301
-33
-0.1% -$10.1K 3.4% 14
2022
Q4 		$7.05M Sell
22,334
-145
-0.6% -$44.2K 3.74% 13
2022
Q3 		$6.2M Sell
22,479
-852
-4% -$251K 3.55% 13
2022
Q2 		$6.4M Sell
23,331
-554
-2% -$164K 3.52% 13
2022
Q1 		$7.15M Sell
23,885
-2,290
-9% -$794K 3.14% 13
2021
Q4 		$10.9M Sell
26,175
-2,068
-7% -$787K 4.4% 8
2021
Q3 		$9.27M Sell
28,243
-10
-0% -$3.28K 4.17% 9
2021
Q2 		$9.01M Sell
28,253
-326
-1% -$104K 4.03% 10
2021
Q1 		$8.72M Sell
28,579
-370
-1% -$102K 4.31% 9
2020
Q4 		$7.69M Sell
28,949
-92
-0.3% -$25.3K 4.23% 10
2020
Q3 		$8.06M Sell
29,041
-2,622
-8% -$710K 5.34% 6
2020
Q2 		$7.93M Sell
31,663
-1,400
-4% -$320K 5.4% 6
2020
Q1 		$6.17M Sell
33,063
-602
-2% -$132K 5.06% 7
2019
Q4 		$7.35M Sell
33,665
-1,025
-3% -$232K 4.53% 9
2019
Q3 		$8.05M Sell
34,690
-150
-0.4% -$32.8K 5.21% 7
2019
Q2 		$7.25M Sell
34,840
-1,350
-4% -$269K 4.82% 8
2019
Q1 		$6.95M Sell
36,190
-1,210
-3% -$222K 4.61% 8
2018
Q4 		$6.43M Sell
37,400
-985
-3% -$177K 4.53% 6
2018
Q3 		$7.95M Sell
38,385
-270
-0.7% -$54.4K 4.72% 5
2018
Q2 		$7.54M Sell
38,655
-655
-2% -$122K 4.62% 5
2018
Q1 		$7.01M Sell
39,310
-950
-2% -$178K 4.32% 7
2017
Q4 		$7.63M Sell
40,260
-1,050
-3% -$181K 4.52% 7
2017
Q3 		$6.76M Sell
41,310
-1,025
-2% -$157K 4.29% 9
2017
Q2 		$6.49M Sell
42,335
-165
-0.4% -$25.3K 4.3% 9
2017
Q1 		$6.24M Sell
42,500
-2,095
-5% -$297K 4.16% 8
2016
Q4 		$5.98M Sell
44,595
-3,029
-6% -$390K 4.14% 6
2016
Q3 		$6.13M Sell
47,624
-8,910
-16% -$1.19M 4.77% 5
2016
Q2 		$7.22M Sell
56,534
-350
-0.6% -$46.3K 5.76% 3
2016
Q1 		$7.59M Sell
56,884
-4,035
-7% -$503K 6.08% 3
2015
Q4 		$8.06M Sell
60,919
-6,050
-9% -$770K 6.05% 3
2015
Q3 		$7.73M Sell
66,969
-2,650
-4% -$307K 6.1% 3
2015
Q2 		$7.74M Hold
69,619
– – 5.78% 3
2015
Q1 		$7.91M Sell
69,619
-3,975
-5% -$438K 5.88% 3
2014
Q4 		$7.72M Sell
73,594
-700
-0.9% -$68K 5.47% 3
2014
Q3 		$6.82M Sell
74,294
-7,000
-9% -$600K 5.04% 4
2014
Q2 		$6.58M Sell
81,294
-350
-0.4% -$27.6K 4.91% 4
2014
Q1 		$6.46M Sell
81,644
-375
-0.5% -$29.8K 5.07% 4
2013
Q4 		$6.75M Buy
+82,019
New +$6.39M 5.22% 4

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

Hoertkorn Richard Charles's HD Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its Home Depot (HD) stake by 0.86% in Q2 2026, selling an estimated $35.8K and leaving 12,696 shares worth $4.48M. The position accounts for 3% of the portfolio, ranked #13.

Hoertkorn Richard Charles first reported a position in HD in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.9M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Hoertkorn Richard Charles held 12,696 shares of Home Depot worth $4.48M as of Q2 2026.
  • Hoertkorn Richard Charles sold 110 Home Depot shares in Q2 2026, an estimated $35.8K.
  • Home Depot made up 3% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #13 holding.
  • Hoertkorn Richard Charles first reported a position in Home Depot in Q4 2013 and has held it in 51 quarters since.
  • Hoertkorn Richard Charles's Home Depot position peaked at $10.9M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.