TA
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TrueWealth Advisors’s Home Depot HD Stock Holding History

TrueWealth 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 		$218K Sell
617
-2
-0.3% -$651 0.05% 227
2026
Q1 		$203K Sell
619
-41
-6% -$14.9K 0.05% 233
2025
Q4 		$227K Sell
660
-12
-2% -$4.39K 0.06% 220
2025
Q3 		$272K Sell
672
-13
-2% -$5.11K 0.07% 193
2025
Q2 		$251K Buy
685
+25
+4% +$9.05K 0.07% 195
2025
Q1 		$242K Sell
660
-39
-6% -$15.2K 0.08% 191
2024
Q4 		$272K Buy
699
+4
+0.6% +$1.63K 0.09% 182
2024
Q3 		$282K Sell
695
-198
-22% -$72.2K 0.09% 182
2024
Q2 		$307K Sell
893
-9
-1% -$3.07K 0.11% 152
2024
Q1 		$346K Sell
902
-37
-4% -$13.5K 0.13% 128
2023
Q4 		$325K Sell
939
-69
-7% -$21.4K 0.13% 131
2023
Q3 		$304K Buy
1,008
+7
+0.7% +$2.25K 0.13% 125
2023
Q2 		$311K Buy
1,001
+124
+14% +$36.6K 0.13% 124
2023
Q1 		$259K Sell
877
-224
-20% -$68.7K 0.11% 151
2022
Q4 		$348K Buy
1,101
+81
+8% +$24.7K 0.15% 114
2022
Q3 		$281K Buy
1,020
+1
+0.1% +$295 0.13% 120
2022
Q2 		$279K Buy
1,019
+257
+34% +$75.9K 0.13% 125
2022
Q1 		$316K Hold
762
– – 0.14% 128
2021
Q4 		$316K Sell
762
-4,143
-84% -$1.58M 0.14% 128
2021
Q3 		$1.61M Sell
4,905
-15
-0.3% -$4.92K 0.91% 27
2021
Q2 		$1.57M Buy
4,920
+13
+0.3% +$4.13K 0.92% 25
2021
Q1 		$1.59M Buy
4,907
+382
+8% +$105K 1.03% 23
2020
Q4 		$1.23M Buy
+4,525
New +$1.24M 1.05% 31

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

TrueWealth Advisors's HD Position: Q2 2026 in Review

TrueWealth Advisors reduced its Home Depot (HD) stake by 0.32% in Q2 2026, selling an estimated $651 and leaving 617 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #227.

TrueWealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q3 2021. 1,250 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • TrueWealth Advisors held 617 shares of Home Depot worth $218K as of Q2 2026.
  • TrueWealth Advisors sold 2 Home Depot shares in Q2 2026, an estimated $651.
  • Home Depot made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #227 holding.
  • TrueWealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Home Depot position peaked at $1.61M in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.