IWA
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Inspirion Wealth Advisors’s Home Depot HD Stock Holding History

Inspirion 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 		$338K Buy
962
+100
+12% +$32.5K 0.04% 132
2026
Q1 		$284K Sell
862
-102
-11% -$37.2K 0.04% 135
2025
Q4 		$332K Sell
964
-65
-6% -$23.8K 0.04% 128
2025
Q3 		$417K Buy
1,029
+80
+8% +$31.5K 0.06% 106
2025
Q2 		$348K Hold
949
– – 0.05% 118
2025
Q1 		$348K Hold
949
– – 0.05% 114
2024
Q4 		$365K Sell
949
-80
-8% -$32.7K 0.05% 113
2024
Q3 		$417K Buy
1,029
+100
+11% +$36.5K 0.06% 106
2024
Q2 		$320K Sell
929
-193
-17% -$65.8K 0.05% 118
2024
Q1 		$430K Sell
1,122
-6
-0.5% -$2.19K 0.07% 96
2023
Q4 		$389K Buy
1,128
+119
+12% +$36.9K 0.07% 98
2023
Q3 		$305K Hold
1,009
– – 0.06% 108
2023
Q2 		$313K Buy
1,009
+43
+4% +$12.7K 0.06% 106
2023
Q1 		$285K Buy
966
+115
+14% +$35.3K 0.06% 109
2022
Q4 		$269K Hold
851
– – 0.06% 107
2022
Q3 		$235K Sell
851
-75
-8% -$22.1K 0.05% 106
2022
Q2 		$254K Sell
926
-85
-8% -$25.1K 0.06% 105
2022
Q1 		$303K Sell
1,011
-10
-1% -$3.47K 0.06% 88
2021
Q4 		$423K Sell
1,021
-111
-10% -$42.3K 0.09% 73
2021
Q3 		$372K Hold
1,132
– – 0.09% 68
2021
Q2 		$361K Sell
1,132
-108
-9% -$34.4K 0.09% 67
2021
Q1 		$379K Buy
1,240
+108
+10% +$29.8K 0.1% 66
2020
Q4 		$300K Sell
1,132
-47
-4% -$12.9K 0.08% 68
2020
Q3 		$327K Sell
1,179
-15
-1% -$4.06K 0.11% 57
2020
Q2 		$299K Buy
1,194
+7
+0.6% +$1.6K 0.12% 58
2020
Q1 		$222K Sell
1,187
-145
-11% -$31.8K 0.11% 63
2019
Q4 		$291K Hold
1,332
– – 0.1% 63
2019
Q3 		$309K Sell
1,332
-153
-10% -$33.4K 0.14% 58
2019
Q2 		$309K Buy
1,485
+10
+0.7% +$2K 0.13% 55
2019
Q1 		$283K Hold
1,475
– – 0.13% 60
2018
Q4 		$253K Hold
1,475
– – 0.13% 59
2018
Q3 		$306K Hold
1,475
– – 0.13% 56
2018
Q2 		$288K Hold
1,475
– – 0.14% 56
2018
Q1 		$263K Sell
1,475
-34
-2% -$6.38K 0.13% 58
2017
Q4 		$286K Sell
1,509
-474
-24% -$81.8K 0.14% 54
2017
Q3 		$324K Sell
1,983
-22
-1% -$3.37K 0.16% 47
2017
Q2 		$308K Hold
2,005
– – 0.17% 51
2017
Q1 		$294K Buy
2,005
+100
+5% +$14.2K 0.17% 51
2016
Q4 		$255K Buy
1,905
+248
+15% +$32K 0.16% 51
2016
Q3 		$213K Buy
+1,657
New +$221K 0.14% 57
2016
Q2 		– Sell
-1,557
Closed -$208K – 62
2016
Q1 		$208K Hold
1,557
– – 0.15% 55
2015
Q4 		$206K Sell
1,557
-808
-34% -$103K 0.15% 51
2015
Q3 		$273K Sell
2,365
-67
-3% -$7.75K 0.22% 44
2015
Q2 		$270K Hold
2,432
– – 0.2% 45
2015
Q1 		$276K Sell
2,432
-100
-4% -$11K 0.22% 43
2014
Q4 		$266K Buy
+2,532
New +$246K 0.25% 48

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Inspirion Wealth Advisors increased its Home Depot (HD) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 962 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #132.

Inspirion Wealth Advisors first reported a position in HD in Q4 2014 and has held it in 46 quarters since. The position peaked at $430K in Q1 2024. 1,827 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Inspirion Wealth Advisors held 962 shares of Home Depot worth $338K as of Q2 2026.
  • Inspirion Wealth Advisors bought 100 Home Depot shares in Q2 2026, an estimated $32.5K.
  • Home Depot made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Inspirion Wealth Advisors first reported a position in Home Depot in Q4 2014 and has held it in 46 quarters since.
  • Inspirion Wealth Advisors's Home Depot position peaked at $430K in Q1 2024.
  • 1,827 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.