SMA
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Sage Mountain Advisors’s Home Depot HD Stock Holding History

Sage Mountain 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
Q1 		– Sell
-11,241
Closed -$3.87M – 416
2025
Q4 		$3.87M Sell
11,241
-1,011
-8% -$370K 0.21% 56
2025
Q3 		$4.96M Buy
12,252
+2,380
+24% +$936K 0.28% 48
2025
Q2 		$3.62M Buy
9,872
+730
+8% +$264K 0.24% 54
2025
Q1 		$3.35M Sell
9,142
-2,217
-20% -$864K 0.25% 52
2024
Q4 		$4.42M Buy
11,359
+2,886
+34% +$1.18M 0.32% 42
2024
Q3 		$3.43M Buy
8,473
+1,372
+19% +$500K 0.29% 45
2024
Q2 		$2.44M Buy
7,101
+414
+6% +$141K 0.23% 53
2024
Q1 		$2.57M Buy
6,687
+483
+8% +$176K 0.27% 51
2023
Q4 		$2.15M Sell
6,204
-1,182
-16% -$366K 0.25% 52
2023
Q3 		$2.23M Sell
7,386
-324
-4% -$104K 0.31% 45
2023
Q2 		$2.4M Buy
7,710
+1,547
+25% +$457K 0.34% 42
2023
Q1 		$1.82M Buy
6,163
+3,391
+122% +$1.04M 0.29% 45
2022
Q4 		$876K Buy
2,772
+430
+18% +$131K 0.2% 45
2022
Q3 		$646K Sell
2,342
-19
-0.8% -$5.61K 0.17% 51
2022
Q2 		$648K Sell
2,361
-258
-10% -$76.2K 0.11% 168
2022
Q1 		$784K Sell
2,619
-19,770
-88% -$6.86M 0.12% 161
2021
Q4 		$9.29M Buy
22,389
+8,666
+63% +$3.3M 1.11% 11
2021
Q3 		$4.5M Buy
13,723
+289
+2% +$94.9K 0.65% 16
2021
Q2 		$4.28M Sell
13,434
-791
-6% -$252K 0.71% 13
2021
Q1 		$4.34M Buy
14,225
+942
+7% +$260K 0.92% 13
2020
Q4 		$3.53M Buy
+13,283
New +$3.65M 1.15% 14

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sage Mountain Advisors's HD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Home Depot (HD) in Q1 2026, closing a stake of 11,241 shares — an estimated $3.87M sold.

Sage Mountain Advisors first reported a position in HD in Q4 2020 and held it in 21 quarters. The position peaked at $9.29M in Q4 2021. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 11,241 Home Depot shares in Q1 2026, an estimated $3.87M.
  • Sage Mountain Advisors first reported a position in Home Depot in Q4 2020 and held it in 21 quarters.
  • Sage Mountain Advisors's Home Depot position peaked at $9.29M in Q4 2021.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.