Westmount Partners’s Home Depot HD Stock Holding History

Westmount Partners’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	$2.31M	Buy	6,536 +35	+0.5%	+$11.4K	0.5%	43
2026 Q1	$2.14M	Sell	6,501 -34	-0.5%	-$12.4K	0.53%	42
2025 Q4	$2.25M	Sell	6,535 -11	-0.2%	-$4.03K	0.56%	36
2025 Q3	$2.6M	Sell	6,546 -239	-4%	-$94K	0.67%	32
2025 Q2	$2.49M	Sell	6,785 -248	-4%	-$89.7K	0.68%	32
2025 Q1	$2.58M	Sell	7,033 -1,181	-14%	-$460K	0.79%	27
2024 Q4	$3.19M	Buy	8,214 +46	+0.6%	+$18.8K	0.97%	20
2024 Q3	$3.31M	Sell	8,168 -127	-2%	-$46.3K	1%	21
2024 Q2	$2.79M	Buy	8,295 +686	+9%	+$234K	0.92%	24
2024 Q1	$2.92M	Sell	7,609 -51	-0.7%	-$18.6K	1.05%	20
2023 Q4	$2.65M	Sell	7,660 -41	-0.5%	-$12.7K	1.08%	19
2023 Q3	$2.33M	Buy	7,701 +133	+2%	+$42.8K	1.03%	19
2023 Q2	$2.35M	Buy	7,568 +411	+6%	+$121K	1.02%	20
2023 Q1	$2.11M	Buy	7,157 +875	+14%	+$268K	0.98%	21
2022 Q4	$1.98M	Buy	+6,282	New	+$1.91M	1.03%	22

Other funds holding HD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder

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

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Assenagon Asset Management

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return