Shepherd Financial Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
9,137
-408
| -4% | -$149K | 0.29% | 62 |
|
|
2025
Q4 | $3.28M | Sell |
9,545
-2
| -0% | -$733 | 0.3% | 63 |
|
|
2025
Q3 | $3.87M | Sell |
9,547
-2
| -0% | -$786 | 0.37% | 57 |
|
|
2025
Q2 | $3.5M | Buy |
9,549
+44
| +0.5% | +$15.9K | 0.37% | 54 |
|
|
2025
Q1 | $3.48M | Buy |
9,505
+144
| +2% | +$56.1K | 0.41% | 49 |
|
|
2024
Q4 | $3.64M | Buy |
9,361
+121
| +1% | +$49.4K | 0.44% | 38 |
|
|
2024
Q3 | $3.74M | Buy |
9,240
+125
| +1% | +$45.6K | 0.45% | 38 |
|
|
2024
Q2 | $3.14M | Buy |
9,115
+3
| +0% | +$1.02K | 0.4% | 41 |
|
|
2024
Q1 | $3.5M | Buy |
9,112
+66
| +0.7% | +$24.1K | 0.46% | 38 |
|
|
2023
Q4 | $3.13M | Buy |
9,046
+91
| +1% | +$28.2K | 0.45% | 39 |
|
|
2023
Q3 | $2.71M | Buy |
8,955
+1,412
| +19% | +$454K | 0.42% | 45 |
|
|
2023
Q2 | $2.34M | Buy |
7,543
+156
| +2% | +$46.1K | 0.36% | 51 |
|
|
2023
Q1 | $2.18M | Buy |
7,387
+295
| +4% | +$90.4K | 0.36% | 48 |
|
|
2022
Q4 | $2.24M | Buy |
7,092
+69
| +1% | +$21K | 0.41% | 48 |
|
|
2022
Q3 | $1.94M | Buy |
7,023
+270
| +4% | +$79.7K | 0.38% | 53 |
|
|
2022
Q2 | $1.85M | Sell |
6,753
-235
| -3% | -$69.4K | 0.36% | 52 |
|
|
2022
Q1 | $2.09M | Sell |
6,988
-4,019
| -37% | -$1.39M | 0.37% | 52 |
|
|
2021
Q4 | $4.57M | Buy |
11,007
+312
| +3% | +$119K | 0.79% | 20 |
|
|
2021
Q3 | $3.51M | Buy |
10,695
+80
| +0.8% | +$26.3K | 0.68% | 23 |
|
|
2021
Q2 | $3.38M | Buy |
10,615
+26
| +0.2% | +$8.27K | 0.64% | 28 |
|
|
2021
Q1 | $3.23M | Buy |
10,589
+711
| +7% | +$196K | 0.72% | 23 |
|
|
2020
Q4 | $2.62M | Buy |
9,878
+550
| +6% | +$151K | 0.6% | 32 |
|
|
2020
Q3 | $2.59M | Buy |
9,328
+266
| +3% | +$72.1K | 0.61% | 26 |
|
|
2020
Q2 | $2.27M | Buy |
9,062
+28
| +0.3% | +$6.41K | 0.62% | 25 |
|
|
2020
Q1 | $1.69M | Sell |
9,034
-4,355
| -33% | -$956K | 0.58% | 28 |
|
|
2019
Q4 | $2.92M | Buy |
13,389
+132
| +1% | +$29.9K | 0.68% | 27 |
|
|
2019
Q3 | $3.08M | Sell |
13,257
-1,158
| -8% | -$253K | 0.77% | 23 |
|
|
2019
Q2 | $3M | Sell |
14,415
-541
| -4% | -$108K | 0.56% | 24 |
|
|
2019
Q1 | $2.87M | Buy |
14,956
+6,449
| +76% | +$1.18M | 0.56% | 27 |
|
|
2018
Q4 | $1.46M | Sell |
8,507
-614
| -7% | -$110K | 0.32% | 41 |
|
|
2018
Q3 | $1.78M | Hold |
9,121
| – | – | 0.4% | 42 |
|
|
2018
Q2 | $1.77M | Buy |
9,121
+82
| +0.9% | +$15.3K | 0.4% | 41 |
|
|
2018
Q1 | $1.61M | Buy |
9,039
+607
| +7% | +$114K | 0.4% | 41 |
|
|
2017
Q4 | $1.6M | Sell |
8,432
-528
| -6% | -$91.1K | 0.38% | 43 |
|
|
2017
Q3 | $1.48M | Sell |
8,960
-2,403
| -21% | -$368K | 0.34% | 46 |
|
|
2017
Q2 | $1.72M | Sell |
11,363
-87
| -0.8% | -$13.3K | 0.42% | 42 |
|
|
2017
Q1 | $1.68M | Sell |
11,450
-242
| -2% | -$34.3K | 0.44% | 43 |
|
|
2016
Q4 | $1.57M | Buy |
+11,692
| New | +$1.51M | 0.45% | 43 |
|
Other funds holding HD
VCM
VPM
Shepherd Financial Partners's HD Position: Q1 2026 in Review
Shepherd Financial Partners reduced its Home Depot (HD) stake by 4.3% in Q1 2026, selling an estimated $149K and leaving 9,137 shares worth $3.01M. The position accounts for 0.29% of the portfolio, ranked #62.
Shepherd Financial Partners first reported a position in HD in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.57M in Q4 2021. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.
- Shepherd Financial Partners held 9,137 shares of Home Depot worth $3.01M as of Q1 2026.
- Shepherd Financial Partners sold 408 Home Depot shares in Q1 2026, an estimated $149K.
- Home Depot made up 0.29% of Shepherd Financial Partners's portfolio in Q1 2026, its #62 holding.
- Shepherd Financial Partners first reported a position in Home Depot in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's Home Depot position peaked at $4.57M in Q4 2021.
- 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.