Mount Yale 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 | $40.4M | Buy |
122,947
+102,083
| +489% | +$37.2M | 0.94% | 15 |
|
|
2025
Q4 | $7.18M | Buy |
20,864
+6,961
| +50% | +$2.55M | 0.35% | 61 |
|
|
2025
Q3 | $5.63M | Buy |
13,903
+2,858
| +26% | +$1.12M | 0.39% | 51 |
|
|
2025
Q2 | $4.05M | Sell |
11,045
-1,118
| -9% | -$405K | 0.32% | 61 |
|
|
2025
Q1 | $4.46M | Sell |
12,163
-56
| -0.5% | -$21.8K | 0.38% | 43 |
|
|
2024
Q4 | $4.75M | Buy |
12,219
+2,490
| +26% | +$1.02M | 0.38% | 45 |
|
|
2024
Q3 | $3.94M | Sell |
9,729
-1,241
| -11% | -$453K | 0.38% | 63 |
|
|
2024
Q2 | $3.78M | Sell |
10,970
-567
| -5% | -$193K | 0.3% | 70 |
|
|
2024
Q1 | $4.43M | Buy |
11,537
+3,137
| +37% | +$1.15M | 0.34% | 65 |
|
|
2023
Q4 | $2.91M | Sell |
8,400
-9
| -0.1% | -$2.79K | 0.28% | 87 |
|
|
2023
Q3 | $2.54M | Sell |
8,409
-70
| -0.8% | -$22.5K | 0.28% | 82 |
|
|
2023
Q2 | $2.63M | Sell |
8,479
-1,768
| -17% | -$522K | 0.28% | 82 |
|
|
2023
Q1 | $3.02M | Sell |
10,247
-1,381
| -12% | -$423K | 0.34% | 69 |
|
|
2022
Q4 | $3.67M | Sell |
11,628
-74
| -0.6% | -$22.5K | 0.42% | 64 |
|
|
2022
Q3 | $3.23M | Buy |
11,702
+411
| +4% | +$121K | 0.43% | 57 |
|
|
2022
Q2 | $3.1M | Buy |
11,291
+149
| +1% | +$44K | 0.39% | 61 |
|
|
2022
Q1 | $3.33M | Sell |
11,142
-763
| -6% | -$265K | 0.36% | 60 |
|
|
2021
Q4 | $4.94M | Sell |
11,905
-574
| -5% | -$219K | 0.51% | 45 |
|
|
2021
Q3 | $4.1M | Sell |
12,479
-509
| -4% | -$167K | 0.47% | 48 |
|
|
2021
Q2 | $4.14M | Sell |
12,988
-830
| -6% | -$264K | 0.5% | 48 |
|
|
2021
Q1 | $4.22M | Sell |
13,818
-207
| -1% | -$57.1K | 0.55% | 45 |
|
|
2020
Q4 | $3.73M | Sell |
14,025
-15
| -0.1% | -$4.12K | 0.52% | 49 |
|
|
2020
Q3 | $3.9M | Sell |
14,040
-151
| -1% | -$40.9K | 0.56% | 43 |
|
|
2020
Q2 | $3.56M | Sell |
14,191
-1,669
| -11% | -$382K | 0.64% | 43 |
|
|
2020
Q1 | $2.96M | Buy |
15,860
+576
| +4% | +$126K | 0.67% | 35 |
|
|
2019
Q4 | $3.49M | Sell |
15,284
-1,328
| -8% | -$301K | 0.61% | 41 |
|
|
2019
Q3 | $3.87M | Sell |
16,612
-638
| -4% | -$139K | 0.69% | 35 |
|
|
2019
Q2 | $3.59M | Sell |
17,250
-345
| -2% | -$68.8K | 0.66% | 37 |
|
|
2019
Q1 | $3.38M | Buy |
17,595
+6,840
| +64% | +$1.25M | 0.63% | 38 |
|
|
2018
Q4 | $1.97M | Buy |
10,755
+387
| +4% | +$69.4K | 0.4% | 61 |
|
|
2018
Q3 | $1.94M | Sell |
10,368
-1,136
| -10% | -$229K | 0.34% | 67 |
|
|
2018
Q2 | $2.24M | Sell |
11,504
-26,926
| -70% | -$5.03M | 0.42% | 57 |
|
|
2018
Q1 | $6.85M | Buy |
+38,430
| New | +$7.21M | 1.47% | 8 |
|
Other funds holding HD
VCM
VPM
Mount Yale Investment Advisors's HD Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Home Depot (HD) stake by 489% in Q1 2026, buying an estimated $37.2M and bringing the position to 122,947 shares worth $40.4M. The position accounts for 0.94% of the portfolio, ranked #15.
Mount Yale Investment Advisors first reported a position in HD in Q1 2018 and has held it in 33 quarters since. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.
- Mount Yale Investment Advisors held 122,947 shares of Home Depot worth $40.4M as of Q1 2026.
- Mount Yale Investment Advisors bought 102,083 Home Depot shares in Q1 2026, an estimated $37.2M.
- Home Depot made up 0.94% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #15 holding.
- Mount Yale Investment Advisors first reported a position in Home Depot in Q1 2018 and has held it in 33 quarters since.
- 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.