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Investment Advisory Services’s Home Depot HD Stock Holding History

Investment Advisory Services’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 		$4.21M Sell
11,929
-338
-3% -$110K 1.21% 20
2026
Q1 		$4.03M Sell
12,267
-309
-2% -$113K 1.28% 18
2025
Q4 		$4.33M Sell
12,576
-135
-1% -$49.4K 1.35% 19
2025
Q3 		$5.15M Sell
12,711
-272
-2% -$107K 1.62% 16
2025
Q2 		$4.76M Buy
12,983
+759
+6% +$275K 1.59% 15
2025
Q1 		$4.48M Sell
12,224
-169
-1% -$65.9K 1.62% 13
2024
Q4 		$4.82M Sell
12,393
-333
-3% -$136K 1.7% 12
2024
Q3 		$5.16M Sell
12,726
-360
-3% -$131K 1.82% 12
2024
Q2 		$4.5M Sell
13,086
-354
-3% -$121K 1.65% 13
2024
Q1 		$5.16M Sell
13,440
-94
-0.7% -$34.3K 1.89% 12
2023
Q4 		$4.69M Sell
13,534
-66
-0.5% -$20.4K 1.85% 13
2023
Q3 		$4.11M Buy
13,600
+44
+0.3% +$14.2K 1.77% 13
2023
Q2 		$4.21M Buy
13,556
+425
+3% +$126K 1.78% 12
2023
Q1 		$3.88M Buy
13,131
+143
+1% +$43.8K 1.91% 12
2022
Q4 		$4.13M Buy
12,988
+90
+0.7% +$27.4K 2.12% 12
2022
Q3 		$3.56M Buy
12,898
+103
+0.8% +$30.4K 2.13% 12
2022
Q2 		$3.51M Sell
12,795
-653
-5% -$193K 2.03% 12
2022
Q1 		$4.03M Buy
13,448
+89
+0.7% +$30.9K 2.25% 8
2021
Q4 		$5.54M Buy
13,359
+670
+5% +$255K 3.03% 5
2021
Q3 		$4.17M Buy
12,689
+121
+1% +$39.7K 2.55% 7
2021
Q2 		$4.01M Buy
+12,568
New +$4M 2.47% 7
2020
Q4 		$3.41M Sell
12,848
-13
-0.1% -$3.57K 2.39% 8
2020
Q3 		$3.57M Buy
12,861
+202
+2% +$54.7K 2.82% 7
2020
Q2 		$3.17M Buy
12,659
+503
+4% +$115K 2.71% 9
2020
Q1 		$2.28M Buy
12,156
+2,999
+33% +$658K 2.44% 11
2019
Q4 		$2.02M Buy
+9,157
New +$2.07M 1.82% 17

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

Investment Advisory Services's HD Position: Q2 2026 in Review

Investment Advisory Services reduced its Home Depot (HD) stake by 2.8% in Q2 2026, selling an estimated $110K and leaving 11,929 shares worth $4.21M. The position accounts for 1.21% of the portfolio, ranked #20.

Investment Advisory Services first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.54M in Q4 2021. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Investment Advisory Services held 11,929 shares of Home Depot worth $4.21M as of Q2 2026.
  • Investment Advisory Services sold 338 Home Depot shares in Q2 2026, an estimated $110K.
  • Home Depot made up 1.21% of Investment Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Investment Advisory Services first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Home Depot position peaked at $5.54M in Q4 2021.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.