Values First Advisors’s Home Depot HD Stock Holding History

Values First 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 Q3	$246K	Sell	864 -299	-26%	-$98.2K	0.12%	165
2026 Q2	$410K	Buy	1,163 +9	+0.8%	+$2.93K	0.19%	128
2026 Q1	$379K	Buy	1,154 +65	+6%	+$23.7K	0.2%	120
2025 Q4	$375K	Buy	1,089 +15	+1%	+$5.49K	0.19%	120
2025 Q3	$435K	Sell	1,074 -16	-1%	-$6.29K	0.23%	115
2025 Q2	$400K	Sell	1,090 -7	-0.6%	-$2.53K	0.22%	120
2025 Q1	$401K	Sell	1,097 -114	-9%	-$44.4K	0.23%	116
2024 Q4	$471K	Buy	1,211 +828	+216%	+$338K	0.26%	103
2024 Q3	$155K	Buy	+383	New	+$140K	0.08%	162

Other funds holding HD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Values First Advisors's HD Position: Q3 2026 in Review

Values First Advisors reduced its Home Depot (HD) stake by 26% in Q3 2026, selling an estimated $98.2K and leaving 864 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #165.

Values First Advisors first reported a position in HD in Q3 2024 and has held it in 9 quarters since. The position peaked at $471K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Values First Advisors held 864 shares of Home Depot worth $246K as of Q3 2026.
Values First Advisors sold 299 Home Depot shares in Q3 2026, an estimated $98.2K.
Home Depot made up 0.12% of Values First Advisors's portfolio in Q3 2026, its #165 holding.
Values First Advisors first reported a position in Home Depot in Q3 2024 and has held it in 9 quarters since.
Values First Advisors's Home Depot position peaked at $471K in Q4 2024.
1,641 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.