Mills Wealth Advisors’s Home Depot HD Stock Holding History

Mills 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	$258K	Sell	731 -16	-2%	-$5.21K	0.08%	70
2026 Q1	$246K	Hold	747	–	–	0.09%	69
2025 Q4	$257K	Hold	747	–	–	0.1%	59
2025 Q3	$303K	Hold	747	–	–	0.12%	55
2025 Q2	$274K	Buy	747 +16	+2%	+$5.79K	0.13%	55
2025 Q1	$268K	Sell	731 -6	-0.8%	-$2.34K	0.14%	53
2024 Q4	$287K	Buy	737 +62	+9%	+$25.3K	0.16%	47
2024 Q3	$274K	Hold	675	–	–	0.19%	45
2024 Q2	$232K	Sell	675 -54	-7%	-$18.4K	0.17%	44
2024 Q1	$280K	Hold	729	–	–	0.21%	42
2023 Q4	$253K	Hold	729	–	–	0.19%	41
2023 Q3	$220K	Buy	729 +22	+3%	+$7.08K	0.18%	43
2023 Q2	$220K	Sell	707 -40	-5%	-$11.8K	0.17%	41
2023 Q1	$220K	Buy	747 +4	+0.5%	+$1.23K	0.18%	42
2022 Q4	$234K	Buy	+743	New	+$226K	0.21%	48

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Mills Wealth Advisors reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $5.21K and leaving 731 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #70.

Mills Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $303K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Mills Wealth Advisors held 731 shares of Home Depot worth $258K as of Q2 2026.
Mills Wealth Advisors sold 16 Home Depot shares in Q2 2026, an estimated $5.21K.
Home Depot made up 0.08% of Mills Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Mills Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
Mills Wealth Advisors's Home Depot position peaked at $303K in Q3 2025.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.