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Leverty Financial Group’s Home Depot HD Stock Holding History

Leverty Financial Group’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 		$208K Buy
+591
New +$192K 0.04% 44
2026
Q1 		– Sell
-594
Closed -$204K – 49
2025
Q4 		$204K Buy
+594
New +$218K 0.05% 43
2022
Q1 		– Sell
-128
Closed -$53K – 65
2021
Q4 		$53K Buy
+128
New +$48.7K 0.04% 45

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Leverty Financial Group's HD Position: Q2 2026 in Review

Leverty Financial Group opened a new position in Home Depot (HD) in Q2 2026: 591 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #44 among its holdings. This is a return to the name: Leverty Financial Group previously reported a position in HD as recently as Q4 2025.

Leverty Financial Group first reported a position in HD in Q4 2021 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Leverty Financial Group held 591 shares of Home Depot worth $208K as of Q2 2026.
  • Home Depot was a new Leverty Financial Group position in Q2 2026.
  • Home Depot made up 0.04% of Leverty Financial Group's portfolio in Q2 2026, its #44 holding.
  • Leverty Financial Group first reported a position in Home Depot in Q4 2021 and has held it in 3 quarters since.
  • 868 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.