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Whelan Financial’s Home Depot HD Stock Holding History

Whelan 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 		$390K Buy
1,105
+448
+68% +$146K 0.11% 69
2026
Q1 		$216K Sell
657
-7
-1% -$2.55K 0.07% 84
2025
Q4 		$229K Sell
664
-76
-10% -$27.8K 0.07% 84
2025
Q3 		$300K Buy
740
+153
+26% +$60.2K 0.1% 64
2025
Q2 		$215K Buy
+587
New +$212K 0.08% 61
2025
Q1 		– Sell
-688
Closed -$268K – 66
2024
Q4 		$268K Buy
688
+159
+30% +$65K 0.11% 46
2024
Q3 		$214K Buy
+529
New +$193K 0.09% 42

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Whelan Financial's HD Position: Q2 2026 in Review

Whelan Financial increased its Home Depot (HD) stake by 68% in Q2 2026, buying an estimated $146K and bringing the position to 1,105 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #69.

Whelan Financial first reported a position in HD in Q3 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Whelan Financial held 1,105 shares of Home Depot worth $390K as of Q2 2026.
  • Whelan Financial bought 448 Home Depot shares in Q2 2026, an estimated $146K.
  • Home Depot made up 0.11% of Whelan Financial's portfolio in Q2 2026, its #69 holding.
  • Whelan Financial first reported a position in Home Depot in Q3 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.