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Intergy Private Wealth’s Home Depot HD Stock Holding History

Intergy Private Wealth’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 		$285K Buy
808
+57
+8% +$18.5K 0.07% 109
2026
Q1 		$247K Buy
751
+69
+10% +$25.1K 0.07% 102
2025
Q4 		$235K Sell
682
-14
-2% -$5.13K 0.07% 100
2025
Q3 		$282K Buy
696
+35
+5% +$13.8K 0.09% 85
2025
Q2 		$242K Buy
661
+11
+2% +$3.98K 0.08% 88
2025
Q1 		$238K Sell
650
-12
-2% -$4.68K 0.09% 88
2024
Q4 		$257K Buy
662
+40
+6% +$16.3K 0.1% 78
2024
Q3 		$252K Buy
+622
New +$227K 0.1% 76

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

Intergy Private Wealth's HD Position: Q2 2026 in Review

Intergy Private Wealth increased its Home Depot (HD) stake by 7.6% in Q2 2026, buying an estimated $18.5K and bringing the position to 808 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #109.

Intergy Private Wealth first reported a position in HD in Q3 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Intergy Private Wealth held 808 shares of Home Depot worth $285K as of Q2 2026.
  • Intergy Private Wealth bought 57 Home Depot shares in Q2 2026, an estimated $18.5K.
  • Home Depot made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Intergy Private Wealth first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
  • 990 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.