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Precedent Wealth Partners’s Home Depot HD Stock Holding History

Precedent Wealth Partners’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 		$2.28M Buy
6,464
+716
+12% +$233K 0.38% 79
2026
Q1 		$1.89M Buy
5,748
+480
+9% +$175K 0.38% 81
2025
Q4 		$1.81M Buy
5,268
+424
+9% +$155K 0.38% 80
2025
Q3 		$1.96M Buy
4,844
+351
+8% +$138K 0.43% 70
2025
Q2 		$1.65M Buy
4,493
+928
+26% +$336K 0.4% 73
2025
Q1 		$1.31M Buy
3,565
+598
+20% +$233K 0.36% 81
2024
Q4 		$1.15M Buy
2,967
+87
+3% +$35.5K 0.38% 79
2024
Q3 		$1.17M Buy
2,880
+349
+14% +$127K 0.38% 71
2024
Q2 		$871K Buy
2,531
+136
+6% +$46.4K 0.35% 76
2024
Q1 		$919K Buy
2,395
+1,073
+81% +$392K 0.39% 67
2023
Q4 		$458K Buy
+1,322
New +$409K 0.23% 92

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Precedent Wealth Partners's HD Position: Q2 2026 in Review

Precedent Wealth Partners increased its Home Depot (HD) stake by 12% in Q2 2026, buying an estimated $233K and bringing the position to 6,464 shares worth $2.28M. The position accounts for 0.38% of the portfolio, ranked #79.

Precedent Wealth Partners first reported a position in HD in Q4 2023 and has held it in 11 quarters since. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Precedent Wealth Partners held 6,464 shares of Home Depot worth $2.28M as of Q2 2026.
  • Precedent Wealth Partners bought 716 Home Depot shares in Q2 2026, an estimated $233K.
  • Home Depot made up 0.38% of Precedent Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Precedent Wealth Partners first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.