Joule Financial’s Home Depot HD Stock Holding History

Joule Financial’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	$220K	Sell	624 -28	-4%	-$9.11K	0.06%	108
2026 Q1	$214K	Buy	652 +9	+1%	+$3.28K	0.06%	110
2025 Q4	$221K	Buy	643 +24	+4%	+$8.79K	0.07%	104
2025 Q3	$251K	Buy	619 +5	+0.8%	+$1.97K	0.08%	100
2025 Q2	$225K	Buy	614 +20	+3%	+$7.24K	0.07%	100
2025 Q1	$218K	Hold	594	–	–	0.08%	95
2024 Q4	$231K	Buy	594 +10	+2%	+$4.08K	0.08%	93
2024 Q3	$237K	Buy	+584	New	+$213K	0.09%	98
2024 Q2	–	Sell	-606	Closed	-$232K	–	107
2024 Q1	$232K	Sell	606 -51	-8%	-$18.6K	0.1%	91
2023 Q4	$228K	Buy	+657	New	+$203K	0.11%	96

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Joule Financial's HD Position: Q2 2026 in Review

Joule Financial reduced its Home Depot (HD) stake by 4.3% in Q2 2026, selling an estimated $9.11K and leaving 624 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #108.

Joule Financial first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $251K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Joule Financial held 624 shares of Home Depot worth $220K as of Q2 2026.
Joule Financial sold 28 Home Depot shares in Q2 2026, an estimated $9.11K.
Home Depot made up 0.06% of Joule Financial's portfolio in Q2 2026, its #108 holding.
Joule Financial first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Joule Financial's Home Depot position peaked at $251K in Q3 2025.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.