Valeo Financial Advisors’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
Q2 | $5.45M | Sell |
15,444
-1,016
| -6% | -$331K | 0.11% | 92 |
|
|
2026
Q1 | $5.41M | Sell |
16,460
-9,673
| -37% | -$3.52M | 0.13% | 80 |
|
|
2025
Q4 | $8.99M | Sell |
26,133
-2,184
| -8% | -$800K | 0.2% | 54 |
|
|
2025
Q3 | $11.5M | Sell |
28,317
-927
| -3% | -$364K | 0.26% | 43 |
|
|
2025
Q2 | $10.7M | Buy |
29,244
+2,308
| +9% | +$835K | 0.26% | 45 |
|
|
2025
Q1 | $9.87M | Sell |
26,936
-114
| -0.4% | -$44.4K | 0.28% | 45 |
|
|
2024
Q4 | $10.5M | Sell |
27,050
-802
| -3% | -$328K | 0.29% | 43 |
|
|
2024
Q3 | $11.3M | Sell |
27,852
-2,123
| -7% | -$774K | 0.32% | 40 |
|
|
2024
Q2 | $10.3M | Buy |
29,975
+45
| +0.2% | +$15.3K | 0.32% | 38 |
|
|
2024
Q1 | $9.97M | Sell |
29,930
-9
| -0% | -$3.29K | 0.36% | 35 |
|
|
2023
Q4 | $10.4M | Buy |
29,939
+54
| +0.2% | +$16.7K | 0.42% | 30 |
|
|
2023
Q3 | $9.03M | Buy |
29,885
+2,319
| +8% | +$746K | 0.41% | 32 |
|
|
2023
Q2 | $8.56M | Buy |
27,566
+256
| +0.9% | +$75.6K | 0.39% | 34 |
|
|
2023
Q1 | $8.06M | Buy |
27,310
+1,461
| +6% | +$448K | 0.39% | 35 |
|
|
2022
Q4 | $8.16M | Buy |
25,849
+4,448
| +21% | +$1.35M | 0.45% | 31 |
|
|
2022
Q3 | $5.91M | Buy |
21,401
+1,016
| +5% | +$300K | 0.38% | 37 |
|
|
2022
Q2 | $5.59M | Sell |
20,385
-979
| -5% | -$289K | 0.35% | 45 |
|
|
2022
Q1 | $6.39M | Buy |
21,364
+3,049
| +17% | +$1.06M | 0.33% | 46 |
|
|
2021
Q4 | $7.6M | Buy |
18,315
+1,812
| +11% | +$690K | 0.41% | 34 |
|
|
2021
Q3 | $5.42M | Buy |
16,503
+1,150
| +7% | +$378K | 0.31% | 45 |
|
|
2021
Q2 | $4.9M | Sell |
15,353
-797
| -5% | -$253K | 0.3% | 51 |
|
|
2021
Q1 | $4.93M | Buy |
16,150
+8,282
| +105% | +$2.28M | 0.23% | 53 |
|
|
2020
Q4 | $2.09M | Sell |
7,868
-318
| -4% | -$87.4K | 0.11% | 101 |
|
|
2020
Q3 | $2.27M | Buy |
8,186
+259
| +3% | +$70.2K | 0.2% | 75 |
|
|
2020
Q2 | $1.99M | Buy |
7,927
+2,014
| +34% | +$461K | 0.18% | 78 |
|
|
2020
Q1 | $1.19M | Sell |
5,913
-1,324
| -18% | -$291K | 0.13% | 106 |
|
|
2019
Q4 | $1.58M | Buy |
7,237
+1,905
| +36% | +$431K | 0.15% | 95 |
|
|
2019
Q3 | $1.24M | Sell |
5,332
-520
| -9% | -$114K | 0.14% | 104 |
|
|
2019
Q2 | $1.22M | Sell |
5,852
-155
| -3% | -$30.9K | 0.14% | 108 |
|
|
2019
Q1 | $1.15M | Buy |
6,007
+77
| +1% | +$14.1K | 0.14% | 112 |
|
|
2018
Q4 | $1.02M | Buy |
5,930
+676
| +13% | +$121K | 0.14% | 108 |
|
|
2018
Q3 | $924K | Buy |
5,254
+392
| +8% | +$78.9K | 0.12% | 125 |
|
|
2018
Q2 | $945K | Buy |
4,862
+1,988
| +69% | +$371K | 0.13% | 118 |
|
|
2018
Q1 | $512K | Sell |
2,874
-90
| -3% | -$16.9K | 0.08% | 146 |
|
|
2017
Q4 | $562K | Sell |
2,964
-259
| -8% | -$44.7K | 0.09% | 139 |
|
|
2017
Q3 | $527K | Buy |
+3,223
| New | +$494K | 0.12% | 120 |
|
Other funds holding HD
LMFP
SP
RG
HCM
SMDAM
Valeo Financial Advisors's HD Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Home Depot (HD) stake by 6.2% in Q2 2026, selling an estimated $331K and leaving 15,444 shares worth $5.45M. The position accounts for 0.11% of the portfolio, ranked #92.
Valeo Financial Advisors first reported a position in HD in Q3 2017 and has held it in 36 quarters since. The position peaked at $11.5M in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Valeo Financial Advisors held 15,444 shares of Home Depot worth $5.45M as of Q2 2026.
- Valeo Financial Advisors sold 1,016 Home Depot shares in Q2 2026, an estimated $331K.
- Home Depot made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #92 holding.
- Valeo Financial Advisors first reported a position in Home Depot in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Home Depot position peaked at $11.5M in Q3 2025.
- 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.