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Patriot Financial Group Insurance Agency’s Home Depot HD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.35M Sell
9,501
-8,563
-47% -$2.79M 0.34% 81
2026
Q1 		$5.94M Buy
18,064
+8,895
+97% +$3.24M 0.33% 83
2025
Q4 		$3.16M Buy
9,169
+2,036
+29% +$746K 0.38% 73
2025
Q3 		$2.89M Buy
7,133
+3,867
+118% +$1.52M 0.37% 70
2025
Q2 		$1.2M Buy
3,266
+69
+2% +$25K 0.14% 181
2025
Q1 		$1.17M Buy
3,197
+102
+3% +$39.8K 0.16% 162
2024
Q4 		$1.2M Sell
3,095
-37
-1% -$15.1K 0.16% 143
2024
Q3 		$1.27M Sell
3,132
-308
-9% -$112K 0.17% 142
2024
Q2 		$1.18M Buy
3,440
+77
+2% +$26.3K 0.17% 134
2024
Q1 		$1.29M Buy
3,363
+228
+7% +$83.3K 0.21% 115
2023
Q4 		$1.09M Buy
3,135
+21
+0.7% +$6.5K 0.21% 121
2023
Q3 		$941K Buy
3,114
+439
+16% +$141K 0.19% 137
2023
Q2 		$831K Buy
2,675
+30
+1% +$8.86K 0.16% 159
2023
Q1 		$781K Sell
2,645
-674
-20% -$207K 0.16% 152
2022
Q4 		$1.05M Buy
3,319
+147
+5% +$44.8K 0.14% 101
2022
Q3 		$875K Buy
3,172
+495
+18% +$146K 0.21% 121
2022
Q2 		$734K Sell
2,677
-61
-2% -$18K 0.15% 143
2022
Q1 		$819K Sell
2,738
-389
-12% -$135K 0.15% 158
2021
Q4 		$1.3M Sell
3,127
-313
-9% -$119K 0.22% 107
2021
Q3 		$1.13M Buy
3,440
+127
+4% +$41.7K 0.2% 117
2021
Q2 		$1.06M Buy
3,313
+825
+33% +$262K 0.19% 123
2021
Q1 		$759K Sell
2,488
-245
-9% -$67.5K 0.17% 135
2020
Q4 		$726K Buy
2,733
+396
+17% +$109K 0.18% 122
2020
Q3 		$649K Buy
2,337
+103
+5% +$27.9K 0.21% 104
2020
Q2 		$560K Sell
2,234
-491
-18% -$112K 0.21% 107
2020
Q1 		$509K Buy
2,725
+476
+21% +$104K 0.23% 89
2019
Q4 		$491K Buy
2,249
+250
+13% +$56.6K 0.18% 113
2019
Q3 		$464K Sell
1,999
-114
-5% -$24.9K 0.21% 97
2019
Q2 		$444K Buy
2,113
+84
+4% +$16.8K 0.19% 94
2019
Q1 		$389K Buy
2,029
+498
+33% +$91.4K 0.2% 84
2018
Q4 		$263K Buy
1,531
+1,117
+270% +$200K 0.17% 102
2018
Q3 		$86K Buy
414
+182
+78% +$36.6K 0.05% 221
2018
Q2 		$45K Sell
232
-735
-76% -$137K 0.05% 191
2018
Q1 		$167K Sell
967
-2
-0.2% -$375 0.12% 154
2017
Q4 		$186K Buy
969
+93
+11% +$16.1K 0.14% 133
2017
Q3 		$145K Buy
876
+340
+63% +$52.1K 0.13% 135
2017
Q2 		$81K Buy
536
+147
+38% +$22.5K 0.08% 180
2017
Q1 		$57K Sell
389
-5
-1% -$709 0.06% 207
2016
Q4 		$53K Buy
+394
New +$50.8K 0.07% 207

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Home Depot (HD) stake by 47% in Q2 2026, selling an estimated $2.79M and leaving 9,501 shares worth $3.35M. The position accounts for 0.34% of the portfolio, ranked #81.

Patriot Financial Group Insurance Agency first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.94M in Q1 2026. 2,621 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,501 shares of Home Depot worth $3.35M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,563 Home Depot shares in Q2 2026, an estimated $2.79M.
  • Home Depot made up 0.34% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #81 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Home Depot position peaked at $5.94M in Q1 2026.
  • 2,621 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.