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Martel Wealth Advisors’s Home Depot HD Stock Holding History

Martel 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 		– Sell
-1,674
Closed -$551K – 69
2026
Q1 		$551K Hold
1,674
– – 0.09% 43
2025
Q4 		$576K Hold
1,674
– – 0.1% 41
2025
Q3 		$678K Hold
1,674
– – 0.12% 38
2025
Q2 		$614K Sell
1,674
-1,464
-47% -$530K 0.11% 38
2025
Q1 		$1.15M Hold
3,138
– – 0.23% 28
2024
Q4 		$1.22M Buy
+3,138
New +$1.28M 0.24% 29

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

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

Martel Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 1,674 shares — an estimated $551K sold.

Martel Wealth Advisors first reported a position in HD in Q4 2024 and held it in 6 quarters. The position peaked at $1.22M in Q4 2024. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Martel Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 1,674 Home Depot shares in Q2 2026, an estimated $551K.
  • Martel Wealth Advisors first reported a position in Home Depot in Q4 2024 and held it in 6 quarters.
  • Martel Wealth Advisors's Home Depot position peaked at $1.22M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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