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Legacy Advisors’s Home Depot HD Stock Holding History

Legacy 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 		$2.41M Buy
6,845
+3,238
+90% +$1.05M 0.23% 57
2026
Q1 		$1.19M Sell
3,607
-248
-6% -$90.4K 0.14% 92
2025
Q4 		$1.33M Buy
3,855
+383
+11% +$140K 0.14% 87
2025
Q3 		$1.41M Buy
+3,472
New +$1.37M 0.17% 78
2025
Q2 		– Sell
-11,393
Closed -$4.18M – 184
2025
Q1 		$4.18M Sell
11,393
-986
-8% -$384K 0.43% 46
2024
Q4 		$4.82M Buy
12,379
+55
+0.4% +$22.5K 0.47% 39
2024
Q3 		$4.99M Buy
12,324
+756
+7% +$276K 0.54% 35
2024
Q2 		$3.98M Sell
11,568
-1,144
-9% -$390K 0.48% 35
2024
Q1 		$4.88M Sell
12,712
-472
-4% -$172K 0.62% 29
2023
Q4 		$4.57M Buy
13,184
+1,911
+17% +$592K 0.59% 28
2023
Q3 		$3.41M Buy
11,273
+1,042
+10% +$335K 0.55% 39
2023
Q2 		$3.18M Buy
10,231
+2,782
+37% +$822K 0.47% 49
2023
Q1 		$2.2M Buy
7,449
+485
+7% +$149K 0.41% 60
2022
Q4 		$2.2M Buy
6,964
+1,334
+24% +$406K 0.4% 53
2022
Q3 		$1.55M Sell
5,630
-241
-4% -$71.1K 0.34% 58
2022
Q2 		$1.61M Buy
5,871
+2,220
+61% +$655K 0.34% 53
2022
Q1 		$1.09M Buy
3,651
+3,036
+494% +$1.05M 0.21% 70
2021
Q4 		$255K Sell
615
-13
-2% -$4.95K 0.09% 109
2021
Q3 		$206K Buy
+628
New +$206K 0.08% 123
2019
Q3 		– Sell
-892
Closed -$186K – 197
2019
Q2 		$186K Buy
892
+295
+49% +$58.8K 0.13% 116
2019
Q1 		$115K Buy
+597
New +$110K 0.04% 144
2018
Q4 		– Sell
-847
Closed -$175K – 225
2018
Q3 		$175K Buy
847
+250
+42% +$50.3K 0.09% 145
2018
Q2 		$116K Hold
597
– – 0.09% 125
2018
Q1 		$103K Buy
597
+437
+273% +$82K 0.08% 115
2017
Q4 		$30K Sell
160
-31
-16% -$5.35K 0.03% 156
2017
Q3 		$31K Buy
+191
New +$29.3K 0.03% 134

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

Legacy Advisors's HD Position: Q2 2026 in Review

Legacy Advisors increased its Home Depot (HD) stake by 90% in Q2 2026, buying an estimated $1.05M and bringing the position to 6,845 shares worth $2.41M. The position accounts for 0.23% of the portfolio, ranked #57.

Legacy Advisors first reported a position in HD in Q3 2017 and has held it in 26 quarters since. The position peaked at $4.99M in Q3 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Legacy Advisors held 6,845 shares of Home Depot worth $2.41M as of Q2 2026.
  • Legacy Advisors bought 3,238 Home Depot shares in Q2 2026, an estimated $1.05M.
  • Home Depot made up 0.23% of Legacy Advisors's portfolio in Q2 2026, its #57 holding.
  • Legacy Advisors first reported a position in Home Depot in Q3 2017 and has held it in 26 quarters since.
  • Legacy Advisors's Home Depot position peaked at $4.99M in Q3 2024.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.