UFA
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Unify Financial Advisors’s Home Depot HD Stock Holding History

Unify Financial 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 		$246K Sell
698
-25
-3% -$8.13K 0.23% 81
2026
Q1 		$238K Sell
723
-8
-1% -$2.92K 0.25% 79
2025
Q4 		$252K Buy
+731
New +$268K 0.26% 79

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

Unify Financial Advisors's HD Position: Q2 2026 in Review

Unify Financial Advisors reduced its Home Depot (HD) stake by 3.5% in Q2 2026, selling an estimated $8.13K and leaving 698 shares worth $246K. The position accounts for 0.23% of the portfolio, ranked #81.

Unify Financial Advisors first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Unify Financial Advisors held 698 shares of Home Depot worth $246K as of Q2 2026.
  • Unify Financial Advisors sold 25 Home Depot shares in Q2 2026, an estimated $8.13K.
  • Home Depot made up 0.23% of Unify Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Unify Financial Advisors first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Home Depot position peaked at $252K in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.