Values Added Financial’s Home Depot HD Stock Holding History

Values Added Financial’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	$742K	Buy	2,104 +103	+5%	+$33.5K	0.27%	64
2026 Q1	$658K	Sell	2,001 -36	-2%	-$13.1K	0.28%	60
2025 Q4	$701K	Sell	2,037 -118	-5%	-$43.2K	0.3%	59
2025 Q3	$873K	Buy	2,155 +81	+4%	+$31.8K	0.39%	48
2025 Q2	$760K	Sell	2,074 -41	-2%	-$14.8K	0.37%	53
2025 Q1	$775K	Sell	2,115 -265	-11%	-$103K	0.43%	44
2024 Q4	$926K	Buy	2,380 +395	+20%	+$161K	0.54%	40
2024 Q3	$804K	Buy	1,985 +344	+21%	+$125K	0.51%	36
2024 Q2	$565K	Buy	1,641 +92	+6%	+$31.4K	0.41%	44
2024 Q1	$594K	Hold	1,549	–	–	0.46%	43
2023 Q4	$537K	Buy	1,549 +187	+14%	+$57.9K	0.44%	42
2023 Q3	$412K	Buy	1,362 +54	+4%	+$17.4K	0.38%	53
2023 Q2	$406K	Buy	+1,308	New	+$386K	0.38%	53

Other funds holding HD

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

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

PTC

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Values Added Financial's HD Position: Q2 2026 in Review

Values Added Financial increased its Home Depot (HD) stake by 5.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,104 shares worth $742K. The position accounts for 0.27% of the portfolio, ranked #64.

Values Added Financial first reported a position in HD in Q2 2023 and has held it in 13 quarters since. The position peaked at $926K in Q4 2024. 1,827 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Values Added Financial held 2,104 shares of Home Depot worth $742K as of Q2 2026.
Values Added Financial bought 103 Home Depot shares in Q2 2026, an estimated $33.5K.
Home Depot made up 0.27% of Values Added Financial's portfolio in Q2 2026, its #64 holding.
Values Added Financial first reported a position in Home Depot in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Home Depot position peaked at $926K in Q4 2024.
1,827 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.