MF
HD icon

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
Q2 		$411K Sell
1,164
-483
-29% -$157K 0.08% 108
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montis Financial's HD Position: Q2 2026 in Review

Montis Financial reduced its Home Depot (HD) stake by 29% in Q2 2026, selling an estimated $157K and leaving 1,164 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #108.

Montis Financial first reported a position in HD in Q4 2020 and has held it in 17 quarters since. The position peaked at $542K in Q1 2026. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Montis Financial held 1,164 shares of Home Depot worth $411K as of Q2 2026.
  • Montis Financial sold 483 Home Depot shares in Q2 2026, an estimated $157K.
  • Home Depot made up 0.08% of Montis Financial's portfolio in Q2 2026, its #108 holding.
  • Montis Financial first reported a position in Home Depot in Q4 2020 and has held it in 17 quarters since.
  • Montis Financial's Home Depot position peaked at $542K in Q1 2026.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.