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Roxbury Financial’s Home Depot HD Stock Holding History

Roxbury Financial’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 		$536K Sell
1,520
-163
-10% -$53K 0.42% 56
2026
Q1 		$553K Buy
1,683
+4
+0.2% +$1.46K 0.5% 52
2025
Q4 		$578K Sell
1,679
-11
-0.7% -$4.03K 0.52% 49
2025
Q3 		$685K Sell
1,690
-82
-5% -$32.2K 0.63% 44
2025
Q2 		$650K Buy
1,772
+9
+0.5% +$3.26K 0.63% 43
2025
Q1 		$699K Sell
1,763
-48
-3% -$18.7K 0.68% 43
2024
Q4 		$777K Buy
+1,811
New +$740K 0.75% 41

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

Roxbury Financial's HD Position: Q2 2026 in Review

Roxbury Financial reduced its Home Depot (HD) stake by 9.7% in Q2 2026, selling an estimated $53K and leaving 1,520 shares worth $536K. The position accounts for 0.42% of the portfolio, ranked #56.

Roxbury Financial first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $777K in Q4 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Roxbury Financial held 1,520 shares of Home Depot worth $536K as of Q2 2026.
  • Roxbury Financial sold 163 Home Depot shares in Q2 2026, an estimated $53K.
  • Home Depot made up 0.42% of Roxbury Financial's portfolio in Q2 2026, its #56 holding.
  • Roxbury Financial first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Home Depot position peaked at $777K in Q4 2024.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.