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Optima Capital’s Home Depot HD Stock Holding History

Optima Capital’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 		$469K Buy
1,330
+11
+0.8% +$3.58K 0.19% 98
2026
Q1 		$434K Sell
1,319
-441
-25% -$161K 0.2% 100
2025
Q4 		$606K Buy
1,760
+3
+0.2% +$1.1K 0.26% 81
2025
Q3 		$712K Buy
1,757
+9
+0.5% +$3.54K 0.35% 72
2025
Q2 		$641K Buy
1,748
+18
+1% +$6.51K 0.34% 70
2025
Q1 		$634K Sell
1,730
-635
-27% -$247K 0.4% 66
2024
Q4 		$920K Buy
+2,365
New +$966K 0.63% 51

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optima Capital's HD Position: Q2 2026 in Review

Optima Capital increased its Home Depot (HD) stake by 0.83% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,330 shares worth $469K. The position accounts for 0.19% of the portfolio, ranked #98.

Optima Capital first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q4 2024. 1,423 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Optima Capital held 1,330 shares of Home Depot worth $469K as of Q2 2026.
  • Optima Capital bought 11 Home Depot shares in Q2 2026, an estimated $3.58K.
  • Home Depot made up 0.19% of Optima Capital's portfolio in Q2 2026, its #98 holding.
  • Optima Capital first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Home Depot position peaked at $920K in Q4 2024.
  • 1,423 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.