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Robertson Stephens Wealth Management’s Home Depot HD Stock Holding History

Robertson Stephens Wealth Management’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 		$9.16M Sell
25,974
-1,212
-4% -$394K 0.23% 83
2026
Q1 		$8.94M Buy
27,186
+5,295
+24% +$1.93M 0.25% 78
2025
Q4 		$7.53M Buy
21,891
+2,910
+15% +$1.07M 0.2% 98
2025
Q3 		$7.69M Buy
18,981
+148
+0.8% +$58.2K 0.23% 78
2025
Q2 		$6.9M Sell
18,833
-1,694
-8% -$613K 0.22% 84
2025
Q1 		$7.52M Sell
20,527
-883
-4% -$344K 0.26% 75
2024
Q4 		$8.33M Sell
21,410
-706
-3% -$288K 0.29% 72
2024
Q3 		$8.96M Sell
22,116
-2,158
-9% -$787K 0.32% 68
2024
Q2 		$8.36M Sell
24,274
-323
-1% -$110K 0.42% 47
2024
Q1 		$9.44M Buy
24,597
+504
+2% +$184K 0.5% 40
2023
Q4 		$8.35M Sell
24,093
-1,312
-5% -$406K 0.51% 38
2023
Q3 		$7.68M Sell
25,405
-621
-2% -$200K 0.52% 39
2023
Q2 		$8.08M Sell
26,026
-2,163
-8% -$639K 0.57% 35
2023
Q1 		$8.32M Buy
28,189
+541
+2% +$166K 0.64% 30
2022
Q4 		$8.73M Sell
27,648
-261
-0.9% -$79.5K 0.85% 25
2022
Q3 		$7.7M Sell
27,909
-235
-0.8% -$69.4K 0.8% 28
2022
Q2 		$7.72M Sell
28,144
-435
-2% -$128K 0.73% 33
2022
Q1 		$8.55M Buy
28,579
+2,257
+9% +$783K 0.72% 27
2021
Q4 		$10.9M Buy
26,322
+18,960
+258% +$7.22M 0.92% 20
2021
Q3 		$2.42M Sell
7,362
-800
-10% -$263K 0.27% 64
2021
Q2 		$2.6M Buy
8,162
+388
+5% +$123K 0.31% 58
2021
Q1 		$2.37M Buy
7,774
+1,250
+19% +$345K 0.38% 53
2020
Q4 		$1.73M Sell
6,524
-10
-0.2% -$2.75K 0.36% 56
2020
Q3 		$1.81M Buy
6,534
+970
+17% +$263K 0.45% 48
2020
Q2 		$1.39M Sell
5,564
-385
-6% -$88.1K 0.4% 56
2020
Q1 		$1.11M Buy
5,949
+2,405
+68% +$528K 0.38% 58
2019
Q4 		$773K Buy
3,544
+800
+29% +$181K 0.39% 46
2019
Q3 		$637K Buy
+2,744
New +$600K 0.32% 60

Other funds holding HD

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Robertson Stephens Wealth Management's HD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Home Depot (HD) stake by 4.5% in Q2 2026, selling an estimated $394K and leaving 25,974 shares worth $9.16M. The position accounts for 0.23% of the portfolio, ranked #83.

Robertson Stephens Wealth Management first reported a position in HD in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.9M in Q4 2021. 1,930 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Robertson Stephens Wealth Management held 25,974 shares of Home Depot worth $9.16M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,212 Home Depot shares in Q2 2026, an estimated $394K.
  • Home Depot made up 0.23% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Robertson Stephens Wealth Management first reported a position in Home Depot in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Home Depot position peaked at $10.9M in Q4 2021.
  • 1,930 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.