Montis Financial’s Home Depot HD Stock Holding History

Montis Financial’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 Q1	$542K	Buy	1,647 +80	+5%	+$29.2K	0.11%	91
2025 Q4	$539K	Buy	1,567 +390	+33%	+$143K	0.11%	92
2025 Q3	$477K	Buy	1,177 +138	+13%	+$54.3K	0.11%	108
2025 Q2	$381K	Hold	1,039	–	–	0.11%	98
2025 Q1	$381K	Sell	1,039 -200	-16%	-$77.9K	0.11%	100
2024 Q4	$482K	Buy	1,239 +200	+19%	+$81.7K	0.15%	89
2024 Q3	$421K	Buy	1,039 +305	+42%	+$111K	0.15%	74
2024 Q2	$253K	Sell	734 -1	-0.1%	-$341	0.12%	69
2024 Q1	$282K	Buy	735 +2	+0.3%	+$731	0.13%	71
2023 Q4	$254K	Sell	733 -5	-0.7%	-$1.55K	0.15%	63
2023 Q3	$223K	Buy	+738	New	+$237K	0.15%	63
2022 Q1	–	Sell	-670	Closed	-$278K	–	74
2021 Q4	$278K	Sell	670 -72	-10%	-$27.4K	0.2%	60
2021 Q3	$242K	Sell	742 -129	-15%	-$42.4K	0.21%	55
2021 Q2	$278K	Sell	871 -2	-0.2%	-$636	0.23%	54
2021 Q1	$269K	Buy	873 +34	+4%	+$9.37K	0.25%	50
2020 Q4	$230K	Buy	+839	New	+$231K	0.23%	61

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Montis Financial's HD Position: Q1 2026 in Review

Montis Financial increased its Home Depot (HD) stake by 5.1% in Q1 2026, buying an estimated $29.2K and bringing the position to 1,647 shares worth $542K. The position accounts for 0.11% of the portfolio, ranked #91.

Montis Financial first reported a position in HD in Q4 2020 and has held it in 16 quarters since. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Montis Financial held 1,647 shares of Home Depot worth $542K as of Q1 2026.
Montis Financial bought 80 Home Depot shares in Q1 2026, an estimated $29.2K.
Home Depot made up 0.11% of Montis Financial's portfolio in Q1 2026, its #91 holding.
Montis Financial first reported a position in Home Depot in Q4 2020 and has held it in 16 quarters since.
4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.