Motive Wealth Advisors’s Home Depot HD Stock Holding History

Motive 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	$263K	Sell	746 -73	-9%	-$23.7K	0.11%	81
2026 Q1	$269K	Sell	819 -126	-13%	-$45.9K	0.13%	72
2025 Q4	$325K	Sell	945 -105	-10%	-$38.5K	0.14%	64
2025 Q3	$425K	Sell	1,050 -23	-2%	-$9.04K	0.18%	50
2025 Q2	$393K	Buy	1,073 +189	+21%	+$68.4K	0.18%	50
2025 Q1	$324K	Sell	884 -90	-9%	-$35.1K	0.17%	52
2024 Q4	$379K	Buy	974 +127	+15%	+$51.9K	0.2%	52
2024 Q3	$292K	Hold	847	–	–	0.18%	55
2024 Q2	$292K	Sell	847 -40	-5%	-$13.6K	0.18%	55
2024 Q1	$340K	Buy	+887	New	+$324K	0.21%	53
2023 Q3	–	Sell	-686	Closed	-$213K	–	51
2023 Q2	$213K	Buy	+686	New	+$203K	0.22%	53
2023 Q1	–	Sell	-814	Closed	-$257K	–	54
2022 Q4	$257K	Buy	814 +45	+6%	+$13.7K	0.2%	53
2022 Q3	$212K	Buy	+769	New	+$227K	0.17%	59

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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

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

Motive Wealth Advisors reduced its Home Depot (HD) stake by 8.9% in Q2 2026, selling an estimated $23.7K and leaving 746 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #81.

Motive Wealth Advisors first reported a position in HD in Q3 2022 and has held it in 13 quarters since. The position peaked at $425K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Motive Wealth Advisors held 746 shares of Home Depot worth $263K as of Q2 2026.
Motive Wealth Advisors sold 73 Home Depot shares in Q2 2026, an estimated $23.7K.
Home Depot made up 0.11% of Motive Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Motive Wealth Advisors first reported a position in Home Depot in Q3 2022 and has held it in 13 quarters since.
Motive Wealth Advisors's Home Depot position peaked at $425K in Q3 2025.
1,074 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.