Optivise Advisory Services’s Home Depot HD Stock Holding History

Optivise Advisory Services’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	$720K	Sell	2,042 -4	-0.2%	-$1.3K	0.37%	81
2026 Q1	$673K	Buy	2,046 +65	+3%	+$23.7K	0.41%	69
2025 Q4	$682K	Buy	1,981 +362	+22%	+$133K	0.39%	75
2025 Q3	$656K	Buy	1,619 +201	+14%	+$79K	0.39%	67
2025 Q2	$520K	Sell	1,418 -39	-3%	-$14.1K	0.27%	92
2025 Q1	$534K	Buy	1,457 +114	+8%	+$44.4K	0.3%	80
2024 Q4	$523K	Buy	1,343 +98	+8%	+$40K	0.28%	85
2024 Q3	$504K	Sell	1,245 -220	-15%	-$80.2K	0.27%	79
2024 Q2	$504K	Buy	+1,465	New	+$500K	0.27%	81

Other funds holding HD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Optivise Advisory Services's HD Position: Q2 2026 in Review

Optivise Advisory Services reduced its Home Depot (HD) stake by 0.2% in Q2 2026, selling an estimated $1.3K and leaving 2,042 shares worth $720K. The position accounts for 0.37% of the portfolio, ranked #81.

Optivise Advisory Services first reported a position in HD in Q2 2024 and has held it in 9 quarters since. 1,483 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Optivise Advisory Services held 2,042 shares of Home Depot worth $720K as of Q2 2026.
Optivise Advisory Services sold 4 Home Depot shares in Q2 2026, an estimated $1.3K.
Home Depot made up 0.37% of Optivise Advisory Services's portfolio in Q2 2026, its #81 holding.
Optivise Advisory Services first reported a position in Home Depot in Q2 2024 and has held it in 9 quarters since.
1,483 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.