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Wellspring Financial Advisors’s Home Depot HD Stock Holding History

Wellspring Financial 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
Q2 		$505K Sell
1,433
-513
-26% -$167K 0.03% 165
2026
Q1 		$640K Sell
1,946
-207
-10% -$75.4K 0.05% 140
2025
Q4 		$741K Buy
2,153
+1,029
+92% +$377K 0.06% 109
2025
Q3 		$455K Buy
1,124
+12
+1% +$4.72K 0.04% 91
2025
Q2 		$408K Buy
1,112
+65
+6% +$23.5K 0.04% 93
2025
Q1 		$384K Hold
1,047
– – 0.04% 82
2024
Q4 		$407K Sell
1,047
-178
-15% -$72.7K 0.04% 88
2024
Q3 		$496K Buy
1,225
+205
+20% +$74.8K 0.06% 84
2024
Q2 		$351K Buy
1,020
+22
+2% +$7.5K 0.05% 99
2024
Q1 		$383K Buy
998
+172
+21% +$62.8K 0.06% 85
2023
Q4 		$286K Sell
826
-2
-0.2% -$619 0.07% 98
2023
Q3 		$250K Buy
828
+2
+0.2% +$643 0.07% 96
2023
Q2 		$257K Sell
826
-53
-6% -$15.7K 0.07% 86
2023
Q1 		$259K Sell
879
-440
-33% -$135K 0.08% 95
2022
Q4 		$417K Buy
1,319
+364
+38% +$111K 0.14% 68
2022
Q3 		$264K Sell
955
-142
-13% -$41.9K 0.1% 69
2022
Q2 		$301K Sell
1,097
-49
-4% -$14.5K 0.1% 66
2022
Q1 		$343K Buy
1,146
+66
+6% +$22.9K 0.1% 66
2021
Q4 		$448K Buy
1,080
+4
+0.4% +$1.52K 0.12% 61
2021
Q3 		$353K Buy
1,076
+33
+3% +$10.8K 0.11% 65
2021
Q2 		$333K Sell
1,043
-242
-19% -$77K 0.1% 67
2021
Q1 		$240K Buy
1,285
+88
+7% +$24.3K 0.12% 73
2020
Q4 		$318K Sell
1,197
-183
-13% -$50.3K 0.11% 65
2020
Q3 		$383K Hold
1,380
– – 0.15% 57
2020
Q2 		$346K Buy
1,380
+95
+7% +$21.7K 0.14% 63
2020
Q1 		$240K Buy
+1,285
New +$282K 0.12% 73

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellspring Financial Advisors's HD Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Home Depot (HD) stake by 26% in Q2 2026, selling an estimated $167K and leaving 1,433 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #165.

Wellspring Financial Advisors first reported a position in HD in Q1 2020 and has held it in 26 quarters since. The position peaked at $741K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Wellspring Financial Advisors held 1,433 shares of Home Depot worth $505K as of Q2 2026.
  • Wellspring Financial Advisors sold 513 Home Depot shares in Q2 2026, an estimated $167K.
  • Home Depot made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Wellspring Financial Advisors first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Home Depot position peaked at $741K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.