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Kellett Wealth Advisors’s Home Depot HD Stock Holding History

Kellett 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 		$354K Buy
1,003
+153
+18% +$49.8K 0.16% 64
2026
Q1 		$280K Buy
850
+93
+12% +$33.9K 0.15% 65
2025
Q4 		$261K Buy
757
+37
+5% +$13.6K 0.15% 64
2025
Q3 		$292K Sell
720
-46
-6% -$18.1K 0.18% 59
2025
Q2 		$281K Buy
766
+103
+16% +$37.3K 0.18% 55
2025
Q1 		$243K Buy
663
+40
+6% +$15.6K 0.17% 61
2024
Q4 		$242K Sell
623
-66
-10% -$27K 0.17% 57
2024
Q3 		$279K Buy
+689
New +$251K 0.2% 58
2024
Q2 		– Sell
-607
Closed -$233K – 74
2024
Q1 		$233K Sell
607
-4
-0.7% -$1.46K 0.16% 74
2023
Q4 		$212K Buy
+611
New +$189K 0.16% 74
2023
Q1 		– Sell
-721
Closed -$228K – 57
2022
Q4 		$228K Hold
721
– – 0.22% 48
2022
Q3 		$214K Sell
721
-20
-3% -$5.9K 0.26% 48
2022
Q2 		$203K Hold
741
– – 0.26% 56
2022
Q1 		$222K Buy
741
+29
+4% +$10.1K 0.18% 55
2021
Q4 		$296K Buy
+712
New +$271K 0.23% 47

Other funds holding HD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Kellett Wealth Advisors increased its Home Depot (HD) stake by 18% in Q2 2026, buying an estimated $49.8K and bringing the position to 1,003 shares worth $354K. The position accounts for 0.16% of the portfolio, ranked #64.

Kellett Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 15 quarters since. 1,537 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Kellett Wealth Advisors held 1,003 shares of Home Depot worth $354K as of Q2 2026.
  • Kellett Wealth Advisors bought 153 Home Depot shares in Q2 2026, an estimated $49.8K.
  • Home Depot made up 0.16% of Kellett Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Kellett Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 15 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.