Union Savings Bank’s Home Depot HD Stock Holding History

Union Savings Bank’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	$1.08M	Sell	3,075 -130	-4%	-$42.3K	0.44%	40
2026 Q1	$1.05M	Sell	3,205 -154	-5%	-$56.1K	0.46%	42
2025 Q4	$1.16M	Buy	+3,359	New	+$1.23M	0.5%	37
2025 Q2	$1.22M	Sell	3,316 -34	-1%	-$12.3K	0.56%	34
2025 Q1	$1.23M	Sell	3,350 -238	-7%	-$92.8K	0.6%	30
2024 Q4	$1.4M	Sell	3,588 -245	-6%	-$100K	0.69%	30
2024 Q3	$1.55M	Sell	3,833 -10	-0.3%	-$3.65K	0.76%	24
2024 Q2	$1.32M	Sell	3,843 -31	-0.8%	-$10.6K	0.69%	27
2024 Q1	$1.49M	Buy	3,874 +111	+3%	+$40.6K	0.78%	25
2023 Q4	$1.3M	Sell	3,763 -383	-9%	-$119K	0.74%	29
2023 Q3	$1.25M	Hold	4,146	–	–	0.78%	30
2023 Q2	$1.38M	Buy	+4,146	New	+$1.22M	0.83%	28

Other funds holding HD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Union Savings Bank's HD Position: Q2 2026 in Review

Union Savings Bank reduced its Home Depot (HD) stake by 4.1% in Q2 2026, selling an estimated $42.3K and leaving 3,075 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #40.

Union Savings Bank first reported a position in HD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q3 2024. 2,163 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Union Savings Bank held 3,075 shares of Home Depot worth $1.08M as of Q2 2026.
Union Savings Bank sold 130 Home Depot shares in Q2 2026, an estimated $42.3K.
Home Depot made up 0.44% of Union Savings Bank's portfolio in Q2 2026, its #40 holding.
Union Savings Bank first reported a position in Home Depot in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Home Depot position peaked at $1.55M in Q3 2024.
2,163 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.