SWA
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Sax Wealth Advisors’s Home Depot HD Stock Holding History

Sax Wealth 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 		$2.68M Sell
8,141
-693
-8% -$225K 0.11% 127
2026
Q1 		$3.04M Sell
8,834
-36
-0.4% -$13.1K 0.15% 94
2025
Q4 		$3.05M Buy
8,870
+3,488
+65% +$1.28M 0.14% 95
2025
Q3 		$2.18M Buy
5,382
+142
+3% +$55.8K 0.12% 101
2025
Q2 		$1.92M Buy
5,240
+452
+9% +$164K 0.12% 105
2025
Q1 		$1.75M Buy
4,788
+2,549
+114% +$993K 0.13% 92
2024
Q4 		$871K Buy
2,239
+280
+14% +$114K 0.07% 132
2024
Q3 		$794K Buy
1,959
+229
+13% +$83.5K 0.07% 111
2024
Q2 		$596K Buy
1,730
+324
+23% +$111K 0.06% 129
2024
Q1 		$539K Sell
1,406
-138
-9% -$50.4K 0.06% 108
2023
Q4 		$535K Sell
1,544
-1,000
-39% -$310K 0.09% 116
2023
Q3 		$769K Buy
2,544
+77
+3% +$24.8K 0.15% 82
2023
Q2 		$766K Sell
2,467
-143
-5% -$42.2K 0.15% 80
2023
Q1 		$770K Sell
2,610
-137
-5% -$42K 0.17% 76
2022
Q4 		$868K Buy
2,747
+477
+21% +$145K 0.2% 65
2022
Q3 		$626K Buy
2,270
+1,351
+147% +$399K 0.16% 81
2022
Q2 		$252K Buy
919
+1
+0.1% +$295 0.06% 144
2022
Q1 		$275K Sell
918
-2
-0.2% -$694 0.07% 145
2021
Q4 		$382K Buy
+920
New +$350K 0.08% 131

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Sax Wealth Advisors's HD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Home Depot (HD) stake by 7.8% in Q2 2026, selling an estimated $225K and leaving 8,141 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #127.

Sax Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.05M in Q4 2025. 991 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sax Wealth Advisors held 8,141 shares of Home Depot worth $2.68M as of Q2 2026.
  • Sax Wealth Advisors sold 693 Home Depot shares in Q2 2026, an estimated $225K.
  • Home Depot made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Sax Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Sax Wealth Advisors's Home Depot position peaked at $3.05M in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.