Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Home Depot HD Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$2.1M Sell
6,386
-66
-1% -$24.1K 0.05% 221
2025
Q4 		$2.22M Sell
6,452
-107,765
-94% -$39.5M 0.05% 221
2025
Q3 		$46.3M Buy
114,217
+2,839
+3% +$1.12M 0.18% 112
2025
Q2 		$40.8M Buy
111,378
+18,204
+20% +$6.59M 0.17% 117
2025
Q1 		$34.1M Sell
93,174
-1,686
-2% -$657K 0.17% 119
2024
Q4 		$36.9M Buy
94,860
+1,067
+1% +$436K 0.18% 111
2024
Q3 		$31.5M Buy
93,793
+27,270
+41% +$9.95M 0.22% 86
2024
Q2 		$22.9M Buy
66,523
+6,952
+12% +$2.37M 0.2% 89
2024
Q1 		$22.9M Buy
59,571
+39,017
+190% +$14.3M 0.29% 53
2023
Q4 		$7.12M Buy
20,554
+490
+2% +$152K 0.12% 103
2023
Q3 		$6.06M Sell
20,064
-734
-4% -$236K 0.11% 111
2023
Q2 		$6.46M Sell
20,798
-2,653
-11% -$784K 0.09% 110
2023
Q1 		$6.92M Buy
23,451
+101
+0.4% +$31K 0.12% 108
2022
Q4 		$7.38M Buy
23,350
+254
+1% +$77.4K 0.15% 98
2022
Q3 		$6.37M Sell
23,096
-469
-2% -$138K 0.15% 100
2022
Q2 		$6.46M Sell
23,565
-2,210
-9% -$652K 0.14% 110
2022
Q1 		$7.71M Sell
25,775
-1,116
-4% -$387K 0.15% 99
2021
Q4 		$7.14M Buy
26,891
+306
+1% +$116K 0.17% 91
2021
Q3 		$8.73M Sell
26,585
-1,391
-5% -$457K 0.17% 84
2021
Q2 		$8.92M Buy
27,976
+2,145
+8% +$682K 0.18% 87
2021
Q1 		$7.88M Sell
25,831
-1,009
-4% -$278K 0.18% 88
2020
Q4 		$7.13M Sell
26,840
-872
-3% -$240K 0.17% 89
2020
Q3 		$7.7M Sell
27,712
-403
-1% -$109K 0.22% 76
2020
Q2 		$7.04M Buy
28,115
+1,039
+4% +$238K 0.22% 76
2020
Q1 		$5.06M Sell
27,076
-3,253
-11% -$714K 0.18% 91
2019
Q4 		$6.62M Buy
30,329
+418
+1% +$94.7K 0.19% 86
2019
Q3 		$6.94M Sell
29,911
-1,786
-6% -$390K 0.22% 81
2019
Q2 		$6.59M Sell
31,697
-4,445
-12% -$887K 0.21% 76
2019
Q1 		$6.93M Buy
36,142
+20,315
+128% +$3.73M 0.22% 73
2018
Q4 		$2.72M Sell
15,827
-64
-0.4% -$11.5K 0.11% 124
2018
Q3 		$3.29M Sell
15,891
-523
-3% -$105K 0.15% 48
2018
Q2 		$3.2M Sell
16,414
-790
-5% -$148K 0.15% 50
2018
Q1 		$3.07M Sell
17,204
-2,388
-12% -$448K 0.15% 49
2017
Q4 		$3.71K Sell
19,592
-345
-2% -$59.5K 0.16% 47
2017
Q3 		$3.26M Buy
19,937
+331
+2% +$50.8K 0.16% 46
2017
Q2 		$3.01M Sell
19,606
-1,401
-7% -$215K 0.16% 45
2017
Q1 		$3.08M Sell
21,007
-100
-0.5% -$14.2K 0.17% 48
2016
Q4 		$2.83M Hold
21,107
– – 0.16% 47
2016
Q3 		$2.72M Sell
21,107
-9
-0% -$1.2K 0.17% 60
2016
Q2 		$2.7M Sell
21,116
-65
-0.3% -$8.6K 0.19% 58
2016
Q1 		$2.83M Buy
+21,181
New +$2.64M 0.17% 58

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kovitz Investment Group Partners's HD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Home Depot (HD) stake by 1% in Q1 2026, selling an estimated $24.1K and leaving 6,386 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #221.

Kovitz Investment Group Partners first reported a position in HD in Q1 2016 and has held it in 41 quarters since. The position peaked at $46.3M in Q3 2025. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Kovitz Investment Group Partners held 6,386 shares of Home Depot worth $2.1M as of Q1 2026.
  • Kovitz Investment Group Partners sold 66 Home Depot shares in Q1 2026, an estimated $24.1K.
  • Home Depot made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #221 holding.
  • Kovitz Investment Group Partners first reported a position in Home Depot in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Home Depot position peaked at $46.3M in Q3 2025.
  • 4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.