Moneta Group Investment Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.25M Buy
22,043
+298
+1% +$109K 0.05% 130
2025
Q4
$7.48M Sell
21,745
-305
-1% -$112K 0.06% 126
2025
Q3
$8.93M Buy
22,050
+1,899
+9% +$747K 0.07% 117
2025
Q2
$7.39M Buy
20,151
+2,171
+12% +$786K 0.09% 115
2025
Q1
$6.59M Sell
17,980
-1,910
-10% -$744K 0.09% 113
2024
Q4
$7.74M Buy
19,890
+1,893
+11% +$773K 0.11% 108
2024
Q3
$7.29M Sell
17,997
-402
-2% -$147K 0.11% 108
2024
Q2
$6.33M Buy
18,399
+2,181
+13% +$744K 0.1% 106
2024
Q1
$6.22M Buy
16,218
+3,986
+33% +$1.46M 0.1% 113
2023
Q4
$4.24M Sell
12,232
-355
-3% -$110K 0.08% 121
2023
Q3
$3.8M Sell
12,587
-196
-2% -$63K 0.09% 122
2023
Q2
$3.97M Buy
12,783
+647
+5% +$191K 0.09% 120
2023
Q1
$3.58M Buy
12,136
+1,886
+18% +$578K 0.09% 122
2022
Q4
$3.32M Sell
10,250
-191
-2% -$58.2K 0.09% 119
2022
Q3
$2.88M Sell
10,441
-942
-8% -$278K 0.11% 117
2022
Q2
$3.12M Buy
11,383
+3,656
+47% +$1.08M 0.11% 118
2022
Q1
$2.31M Buy
7,727
+199
+3% +$69K 0.09% 126
2021
Q4
$3.12M Buy
7,528
+479
+7% +$182K 0.13% 107
2021
Q3
$2.31M Buy
7,049
+1,219
+21% +$400K 0.11% 119
2021
Q2
$1.86M Buy
5,830
+235
+4% +$74.7K 0.09% 140
2021
Q1
$1.71M Buy
5,595
+147
+3% +$40.5K 0.09% 134
2020
Q4
$1.45M Sell
5,448
-533
-9% -$147K 0.1% 122
2020
Q3
$1.66M Buy
5,981
+3,618
+153% +$980K 0.14% 92
2020
Q2
$592K Buy
2,363
+360
+18% +$82.4K 0.06% 144
2020
Q1
$374K Buy
2,003
+684
+52% +$150K 0.04% 178
2019
Q4
$288K Sell
1,319
-3,400
-72% -$770K 0.02% 209
2019
Q3
$1.09M Buy
4,719
+238
+5% +$52K 0.1% 114
2019
Q2
$932K Buy
4,481
+62
+1% +$12.4K 0.09% 117
2019
Q1
$848K Sell
4,419
-266
-6% -$48.8K 0.09% 110
2018
Q4
$805K Sell
4,685
-1,295
-22% -$232K 0.1% 108
2018
Q3
$1.24M Buy
5,980
+3,569
+148% +$719K 0.13% 94
2018
Q2
$470K Buy
2,411
+1,845
+326% +$345K 0.05% 178
2018
Q1
$101K Buy
566
+245
+76% +$46K 0.01% 248
2017
Q4
$61K Buy
+321
New +$55.4K 0.01% 265
2016
Q2
Sell
-2,850
Closed -$380K 162
2016
Q1
$380K Hold
2,850
0.08% 121
2015
Q4
$377K Sell
2,850
-492
-15% -$62.6K 0.09% 96
2015
Q3
$386K Buy
+3,342
New +$387K 0.11% 89

Other funds holding HD

Moneta Group Investment Advisors's HD Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Home Depot (HD) stake by 1.4% in Q1 2026, buying an estimated $109K and bringing the position to 22,043 shares worth $7.25M. The position accounts for 0.05% of the portfolio, ranked #130.

Moneta Group Investment Advisors first reported a position in HD in Q3 2015 and has held it in 37 quarters since. The position peaked at $8.93M in Q3 2025. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Moneta Group Investment Advisors held 22,043 shares of Home Depot worth $7.25M as of Q1 2026.
  • Moneta Group Investment Advisors bought 298 Home Depot shares in Q1 2026, an estimated $109K.
  • Home Depot made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Moneta Group Investment Advisors first reported a position in Home Depot in Q3 2015 and has held it in 37 quarters since.
  • Moneta Group Investment Advisors's Home Depot position peaked at $8.93M in Q3 2025.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.