WAM
HD icon

Worth Asset Management’s Home Depot HD Stock Holding History

Worth Asset Management’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 		$292K Buy
827
+129
+18% +$42K 0.09% 149
2026
Q1 		$230K Sell
698
-93
-12% -$33.9K 0.09% 172
2025
Q4 		$272K Sell
791
-426
-35% -$156K 0.12% 126
2025
Q3 		$493K Buy
1,217
+620
+104% +$244K 0.22% 70
2025
Q2 		$219K Buy
597
+4
+0.7% +$1.45K 0.11% 133
2025
Q1 		$217K Sell
593
-293
-33% -$114K 0.12% 124
2024
Q4 		$345K Buy
886
+13
+1% +$5.31K 0.18% 91
2024
Q3 		$354K Buy
873
+290
+50% +$106K 0.19% 92
2024
Q2 		$201K Sell
583
-47
-7% -$16K 0.12% 123
2024
Q1 		$242K Hold
630
– – 0.15% 97
2023
Q4 		$218K Buy
+630
New +$195K 0.16% 95
2023
Q3 		– Sell
-667
Closed -$207K – 224
2023
Q2 		$207K Sell
667
-3
-0.4% -$886 0.16% 81
2023
Q1 		$198K Hold
670
– – 0.15% 85
2022
Q4 		$212K Sell
670
-15
-2% -$4.57K 0.15% 71
2022
Q3 		$189K Sell
685
-65
-9% -$19.2K 0.14% 58
2022
Q2 		$205K Buy
750
+25
+3% +$7.38K 0.14% 73
2022
Q1 		$211K Buy
+725
New +$251K 0.14% 72

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
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
HCM
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
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

Worth Asset Management's HD Position: Q2 2026 in Review

Worth Asset Management increased its Home Depot (HD) stake by 18% in Q2 2026, buying an estimated $42K and bringing the position to 827 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #149.

Worth Asset Management first reported a position in HD in Q1 2022 and has held it in 17 quarters since. The position peaked at $493K in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Worth Asset Management held 827 shares of Home Depot worth $292K as of Q2 2026.
  • Worth Asset Management bought 129 Home Depot shares in Q2 2026, an estimated $42K.
  • Home Depot made up 0.09% of Worth Asset Management's portfolio in Q2 2026, its #149 holding.
  • Worth Asset Management first reported a position in Home Depot in Q1 2022 and has held it in 17 quarters since.
  • Worth Asset Management's Home Depot position peaked at $493K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.