Holistic Financial Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $322K | Sell |
979
-171
| -15% | -$62.3K | 0.12% | 89 |
|
|
2025
Q4 | $396K | Sell |
1,150
-152
| -12% | -$55.7K | 0.14% | 71 |
|
|
2025
Q3 | $528K | Buy |
1,302
+171
| +15% | +$67.2K | 0.22% | 59 |
|
|
2025
Q2 | $415K | Buy |
1,131
+121
| +12% | +$43.8K | 0.18% | 65 |
|
|
2025
Q1 | $370K | Sell |
1,010
-317
| -24% | -$124K | 0.18% | 70 |
|
|
2024
Q4 | $516K | Buy |
1,327
+53
| +4% | +$21.7K | 0.26% | 51 |
|
|
2024
Q3 | $516K | Buy |
1,274
+125
| +11% | +$45.6K | 0.25% | 50 |
|
|
2024
Q2 | $395K | Sell |
1,149
-84
| -7% | -$28.7K | 0.2% | 60 |
|
|
2024
Q1 | $473K | Buy |
1,233
+46
| +4% | +$16.8K | 0.24% | 50 |
|
|
2023
Q4 | $411K | Buy |
1,187
+113
| +11% | +$35K | 0.25% | 53 |
|
|
2023
Q3 | $325K | Buy |
1,074
+71
| +7% | +$22.8K | 0.22% | 63 |
|
|
2023
Q2 | $312K | Sell |
1,003
-398
| -28% | -$118K | 0.22% | 66 |
|
|
2023
Q1 | $413K | Buy |
1,401
+205
| +17% | +$62.9K | 0.32% | 48 |
|
|
2022
Q4 | $378K | Sell |
1,196
-4
| -0.3% | -$1.22K | 0.34% | 47 |
|
|
2022
Q3 | $331K | Buy |
1,200
+54
| +5% | +$15.9K | 0.33% | 47 |
|
|
2022
Q2 | $314K | Sell |
1,146
-138
| -11% | -$40.7K | 0.3% | 53 |
|
|
2022
Q1 | $384K | Buy |
1,284
+87
| +7% | +$30.2K | 0.24% | 53 |
|
|
2021
Q4 | $497K | Sell |
1,197
-143
| -11% | -$54.4K | 0.29% | 48 |
|
|
2021
Q3 | $440K | Sell |
1,340
-101
| -7% | -$33.2K | 0.27% | 51 |
|
|
2021
Q2 | $460K | Sell |
1,441
-1
| -0.1% | -$318 | 0.27% | 50 |
|
|
2021
Q1 | $440K | Buy |
1,442
+60
| +4% | +$16.5K | 0.29% | 47 |
|
|
2020
Q4 | $367K | Buy |
1,382
+13
| +0.9% | +$3.57K | 0.25% | 57 |
|
|
2020
Q3 | $380K | Sell |
1,369
-58
| -4% | -$15.7K | 0.3% | 43 |
|
|
2020
Q2 | $357K | Sell |
1,427
-154
| -10% | -$35.3K | 0.31% | 36 |
|
|
2020
Q1 | $295K | Buy |
1,581
+108
| +7% | +$23.7K | 0.31% | 42 |
|
|
2019
Q4 | $322K | Buy |
1,473
+146
| +11% | +$33.1K | 0.19% | 69 |
|
|
2019
Q3 | $308K | Sell |
1,327
-883
| -40% | -$193K | 0.27% | 50 |
|
|
2019
Q2 | $460K | Buy |
2,210
+15
| +0.7% | +$2.99K | 0.46% | 30 |
|
|
2019
Q1 | $421K | Buy |
+2,195
| New | +$403K | 0.18% | 57 |
|
|
2018
Q2 | – | Sell |
-902
| Closed | -$161K | – | 174 |
|
|
2018
Q1 | $161K | Sell |
902
-37
| -4% | -$6.94K | 0.13% | 84 |
|
|
2017
Q4 | $178K | Buy |
+939
| New | +$162K | 0.15% | 79 |
|
Other funds holding HD
VCM
VPM
Holistic Financial Partners's HD Position: Q1 2026 in Review
Holistic Financial Partners reduced its Home Depot (HD) stake by 15% in Q1 2026, selling an estimated $62.3K and leaving 979 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #89.
Holistic Financial Partners first reported a position in HD in Q4 2017 and has held it in 31 quarters since. The position peaked at $528K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.
- Holistic Financial Partners held 979 shares of Home Depot worth $322K as of Q1 2026.
- Holistic Financial Partners sold 171 Home Depot shares in Q1 2026, an estimated $62.3K.
- Home Depot made up 0.12% of Holistic Financial Partners's portfolio in Q1 2026, its #89 holding.
- Holistic Financial Partners first reported a position in Home Depot in Q4 2017 and has held it in 31 quarters since.
- Holistic Financial Partners's Home Depot position peaked at $528K in Q3 2025.
- 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.