Willner & Heller’s Home Depot HD Stock Holding History

Willner & Heller’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	$673K	Buy	1,909 +19	+1%	+$6.18K	0.42%	69
2026 Q1	$622K	Buy	1,890 +90	+5%	+$32.8K	0.46%	70
2025 Q4	$619K	Buy	1,800 +356	+25%	+$130K	0.45%	68
2025 Q3	$585K	Buy	1,444 +8	+0.6%	+$3.15K	0.45%	75
2025 Q2	$527K	Buy	1,436 +9	+0.6%	+$3.26K	0.44%	80
2025 Q1	$523K	Sell	1,427 -13	-0.9%	-$5.07K	0.48%	71
2024 Q4	$560K	Buy	1,440 +8	+0.6%	+$3.27K	0.49%	65
2024 Q3	$580K	Buy	1,432 +48	+3%	+$17.5K	0.52%	57
2024 Q2	$476K	Buy	1,384 +9	+0.7%	+$3.07K	0.46%	69
2024 Q1	$527K	Buy	1,375 +27	+2%	+$9.86K	0.53%	62
2023 Q4	$467K	Buy	+1,348	New	+$417K	0.52%	64
2022 Q4	$368K	Buy	1,163 +6	+0.5%	+$1.83K	0.52%	73
2022 Q3	$319K	Buy	1,157 +83	+8%	+$24.5K	0.51%	68
2022 Q2	$295K	Buy	1,074 +73	+7%	+$21.6K	0.46%	76
2022 Q1	$415K	Buy	1,001 +4	+0.4%	+$1.39K	0.51%	63
2021 Q4	$327K	Buy	+997	New	+$380K	0.43%	85

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

HCM

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

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

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

CRM

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

CIM

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

CNB

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

Willner & Heller's HD Position: Q2 2026 in Review

Willner & Heller increased its Home Depot (HD) stake by 1% in Q2 2026, buying an estimated $6.18K and bringing the position to 1,909 shares worth $673K. The position accounts for 0.42% of the portfolio, ranked #69.

Willner & Heller first reported a position in HD in Q4 2021 and has held it in 16 quarters since. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Willner & Heller held 1,909 shares of Home Depot worth $673K as of Q2 2026.
Willner & Heller bought 19 Home Depot shares in Q2 2026, an estimated $6.18K.
Home Depot made up 0.42% of Willner & Heller's portfolio in Q2 2026, its #69 holding.
Willner & Heller first reported a position in Home Depot in Q4 2021 and has held it in 16 quarters since.
765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.