PFW Advisors’s Home Depot HD Stock Holding History

PFW 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	$2.26M	Sell	6,420 -291	-4%	-$94.7K	0.66%	30
2026 Q1	$2.21M	Sell	6,711 -15	-0.2%	-$5.47K	0.69%	29
2025 Q4	$2.31M	Sell	6,726 -238	-3%	-$87.2K	0.7%	31
2025 Q3	$2.82M	Buy	6,964 +273	+4%	+$107K	0.83%	22
2025 Q2	$2.45M	Sell	6,691 -1,351	-17%	-$489K	0.75%	28
2025 Q1	$2.95M	Sell	8,042 -13	-0.2%	-$5.07K	0.92%	20
2024 Q4	$3.13M	Buy	+8,055	New	+$3.29M	0.96%	21
2024 Q2	$2.77M	Sell	8,060 -165	-2%	-$56.3K	0.88%	21
2024 Q1	$3.16M	Buy	8,225 +143	+2%	+$52.2K	0.96%	21
2023 Q4	$2.8M	Buy	8,082 +76	+0.9%	+$23.5K	0.9%	21
2023 Q3	$2.42M	Buy	8,006 +905	+13%	+$291K	0.85%	21
2023 Q2	$2.35M	Buy	+7,101	New	+$2.1M	0.78%	22
2019 Q3	$3.26M	Buy	+8,037	New	+$1.76M	0.98%	19

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors's HD Position: Q2 2026 in Review

PFW Advisors reduced its Home Depot (HD) stake by 4.3% in Q2 2026, selling an estimated $94.7K and leaving 6,420 shares worth $2.26M. The position accounts for 0.66% of the portfolio, ranked #30.

PFW Advisors first reported a position in HD in Q3 2019 and has held it in 13 quarters since. The position peaked at $3.26M in Q3 2019. 990 funds tracked by Wall St. Rank hold HD as of Q2 2026.

PFW Advisors held 6,420 shares of Home Depot worth $2.26M as of Q2 2026.
PFW Advisors sold 291 Home Depot shares in Q2 2026, an estimated $94.7K.
Home Depot made up 0.66% of PFW Advisors's portfolio in Q2 2026, its #30 holding.
PFW Advisors first reported a position in Home Depot in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Home Depot position peaked at $3.26M in Q3 2019.
990 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.