Valmark Advisers’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 | $4.13M | Sell |
11,708
-83
| -0.7% | -$27K | 0.04% | 175 |
|
|
2026
Q1 | $3.88M | Sell |
11,791
-46
| -0.4% | -$16.8K | 0.05% | 164 |
|
|
2025
Q4 | $4.07M | Sell |
11,837
-43
| -0.4% | -$15.8K | 0.05% | 157 |
|
|
2025
Q3 | $4.81M | Buy |
11,880
+11
| +0.1% | +$4.33K | 0.06% | 128 |
|
|
2025
Q2 | $4.35M | Buy |
11,869
+92
| +0.8% | +$33.3K | 0.06% | 127 |
|
|
2025
Q1 | $4.32M | Sell |
11,777
-271
| -2% | -$106K | 0.07% | 120 |
|
|
2024
Q4 | $4.69M | Buy |
12,048
+502
| +4% | +$205K | 0.07% | 112 |
|
|
2024
Q3 | $4.68M | Buy |
11,546
+542
| +5% | +$198K | 0.07% | 107 |
|
|
2024
Q2 | $3.79M | Buy |
11,004
+1,350
| +14% | +$461K | 0.06% | 119 |
|
|
2024
Q1 | $3.7M | Buy |
9,654
+475
| +5% | +$174K | 0.06% | 119 |
|
|
2023
Q4 | $3.18M | Buy |
9,179
+197
| +2% | +$61K | 0.06% | 122 |
|
|
2023
Q3 | $2.71M | Buy |
8,982
+526
| +6% | +$169K | 0.06% | 119 |
|
|
2023
Q2 | $2.63M | Sell |
8,456
-561
| -6% | -$166K | 0.05% | 122 |
|
|
2023
Q1 | $2.66M | Buy |
9,017
+75
| +0.8% | +$23K | 0.06% | 118 |
|
|
2022
Q4 | $2.82M | Buy |
8,942
+121
| +1% | +$36.9K | 0.07% | 112 |
|
|
2022
Q3 | $2.43M | Buy |
8,821
+57
| +0.7% | +$16.8K | 0.05% | 110 |
|
|
2022
Q2 | $2.4M | Sell |
8,764
-321
| -4% | -$94.8K | 0.05% | 109 |
|
|
2022
Q1 | $2.72M | Buy |
9,085
+177
| +2% | +$61.4K | 0.05% | 105 |
|
|
2021
Q4 | $3.7M | Sell |
8,908
-313
| -3% | -$119K | 0.06% | 85 |
|
|
2021
Q3 | $3.03M | Buy |
9,221
+65
| +0.7% | +$21.3K | 0.06% | 88 |
|
|
2021
Q2 | $2.92M | Buy |
9,156
+288
| +3% | +$91.6K | 0.05% | 91 |
|
|
2021
Q1 | $2.71M | Buy |
8,868
+1,494
| +20% | +$412K | 0.05% | 90 |
|
|
2020
Q4 | $1.96M | Buy |
7,374
+4,508
| +157% | +$1.24M | 0.04% | 106 |
|
|
2020
Q3 | $796K | Sell |
2,866
-278
| -9% | -$75.3K | 0.02% | 146 |
|
|
2020
Q2 | $788K | Sell |
3,144
-99
| -3% | -$22.7K | 0.02% | 134 |
|
|
2020
Q1 | $605K | Buy |
3,243
+168
| +5% | +$36.9K | 0.02% | 136 |
|
|
2019
Q4 | $672K | Sell |
3,075
-389
| -11% | -$88.1K | 0.01% | 129 |
|
|
2019
Q3 | $804K | Buy |
3,464
+187
| +6% | +$40.9K | 0.02% | 114 |
|
|
2019
Q2 | $681K | Buy |
3,277
+199
| +6% | +$39.7K | 0.02% | 119 |
|
|
2019
Q1 | $591K | Sell |
3,078
-98
| -3% | -$18K | 0.01% | 126 |
|
|
2018
Q4 | $546K | Sell |
3,176
-139
| -4% | -$24.9K | 0.01% | 124 |
|
|
2018
Q3 | $687K | Buy |
3,315
+150
| +5% | +$30.2K | 0.02% | 105 |
|
|
2018
Q2 | $617K | Buy |
3,165
+1,123
| +55% | +$210K | 0.01% | 109 |
|
|
2018
Q1 | $364K | Sell |
2,042
-191
| -9% | -$35.8K | 0.01% | 130 |
|
|
2017
Q4 | $423K | Buy |
+2,233
| New | +$385K | 0.01% | 121 |
|
Other funds holding HD
Valmark Advisers's HD Position: Q2 2026 in Review
Valmark Advisers reduced its Home Depot (HD) stake by 0.7% in Q2 2026, selling an estimated $27K and leaving 11,708 shares worth $4.13M. The position accounts for 0.04% of the portfolio, ranked #175.
Valmark Advisers first reported a position in HD in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.81M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Valmark Advisers held 11,708 shares of Home Depot worth $4.13M as of Q2 2026.
- Valmark Advisers sold 83 Home Depot shares in Q2 2026, an estimated $27K.
- Home Depot made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #175 holding.
- Valmark Advisers first reported a position in Home Depot in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Home Depot position peaked at $4.81M in Q3 2025.
- 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.