WFA
HD icon

WMG Financial Advisors’s Home Depot HD Stock Holding History

WMG 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 		$267K Buy
758
+70
+10% +$22.8K 0.1% 79
2026
Q1 		$226K Sell
688
-26
-4% -$9.47K 0.09% 84
2025
Q4 		$246K Sell
714
-1,038
-59% -$380K 0.1% 91
2025
Q3 		$710K Sell
1,752
-248
-12% -$97.5K 0.24% 66
2025
Q2 		$733K Buy
2,000
+206
+11% +$74.5K 0.27% 58
2025
Q1 		$657K Sell
1,794
-51
-3% -$19.9K 0.28% 56
2024
Q4 		$718K Buy
1,845
+9
+0.5% +$3.68K 0.31% 52
2024
Q3 		$744K Sell
1,836
-3
-0.2% -$1.09K 0.34% 48
2024
Q2 		$633K Buy
1,839
+103
+6% +$35.1K 0.34% 47
2024
Q1 		$666K Buy
1,736
+202
+13% +$73.8K 0.38% 51
2023
Q4 		$532K Sell
1,534
-239
-13% -$74K 0.35% 56
2023
Q3 		$536K Buy
1,773
+19
+1% +$6.11K 0.46% 49
2023
Q2 		$545K Sell
1,754
-25
-1% -$7.38K 0.4% 55
2023
Q1 		$556K Sell
1,779
-364
-17% -$112K 0.46% 51
2022
Q4 		$677K Sell
2,143
-10
-0.5% -$3.05K 0.58% 52
2022
Q3 		$592K Buy
2,153
+191
+10% +$56.4K 0.53% 52
2022
Q2 		$534K Sell
1,962
-10
-0.5% -$2.95K 0.46% 58
2022
Q1 		$589K Buy
1,972
+141
+8% +$48.9K 0.43% 58
2021
Q4 		$760K Buy
+1,831
New +$697K 0.59% 44

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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

WMG Financial Advisors increased its Home Depot (HD) stake by 10% in Q2 2026, buying an estimated $22.8K and bringing the position to 758 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #79.

WMG Financial Advisors first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $760K in Q4 2021. 1,871 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • WMG Financial Advisors held 758 shares of Home Depot worth $267K as of Q2 2026.
  • WMG Financial Advisors bought 70 Home Depot shares in Q2 2026, an estimated $22.8K.
  • Home Depot made up 0.1% of WMG Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • WMG Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Home Depot position peaked at $760K in Q4 2021.
  • 1,871 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.