West Financial Advisors’s Home Depot HD Stock Holding History

West 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	$57.1K	Hold	162	–	–	0.01%	97
2026 Q1	$53.3K	Hold	162	–	–	0.01%	95
2025 Q4	$55.7K	Hold	162	–	–	0.01%	94
2025 Q3	$65.6K	Hold	162	–	–	0.01%	92
2025 Q2	$59.4K	Sell	162 -24	-13%	-$8.69K	0.01%	94
2025 Q1	$68.2K	Hold	186	–	–	0.01%	87
2024 Q4	$72.4K	Buy	186 +162	+675%	+$66.2K	0.01%	86
2024 Q3	$9.72K	Buy	+24	New	+$8.75K	﹤0.01%	153
2023 Q2	–	Sell	-141	Closed	-$41.6K	–	194
2023 Q1	$41.6K	Buy	+141	New	+$43.2K	0.01%	82

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

West Financial Advisors held its Home Depot (HD) position steady in Q2 2026 at 162 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #97.

West Financial Advisors first reported a position in HD in Q1 2023 and has held it in 9 quarters since. The position peaked at $72.4K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold HD as of Q2 2026.

West Financial Advisors held 162 shares of Home Depot worth $57.1K as of Q2 2026.
West Financial Advisors left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #97 holding.
West Financial Advisors first reported a position in Home Depot in Q1 2023 and has held it in 9 quarters since.
West Financial Advisors's Home Depot position peaked at $72.4K in Q4 2024.
1,272 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.