The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership88,427 shares
Latest Disclosed Value $ 29,082,827
EP Wealth Advisors, Inc. reports 4.65% increase in ownership of HD / The Home Depot, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 88,427 shares of The Home Depot, Inc. (CH:HD) valued at $29,082,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 84,499 shares of The Home Depot, Inc.. This represents a change in shares of 4.65% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F HOME DEPOT COM 437076102 88,427 3,928 4.65 29,083 0.02 0.1429
2026-02-18 2025-12-31 13F HOME DEPOT COM 437076102 84,499 -4,520 -5.08 29,076 -10.91 0.1511
2025-08-14 2025-06-30 13F HOME DEPOT COM 437076102 89,019 6,853 8.34 32,638 8.39 0.2145
2025-05-15 2025-03-31 13F HOME DEPOT COM 437076102 82,166 7,631 10.24 30,113 3.86 0.2406
2025-02-14 2024-12-31 13F HOME DEPOT COM 437076102 74,535 -1,511 -1.99 28,994 -5.91 0.2366
2024-11-15 2024-09-30 13F HOME DEPOT COM 437076102 76,046 8,180 12.05 30,814 31.89 0.2648
2024-08-19 2024-06-30 13F HOME DEPOT COM 437076102 67,866 968 1.45 23,362 -8.96 0.2482
2024-05-14 2024-03-31 13F HOME DEPOT COM 437076102 66,898 3,034 4.75 25,662 15.95 0.3000
2024-02-28 2023-12-31 13F HOME DEPOT COM 437076102 63,864 -9,114 -12.49 22,132 0.37 0.2823
2023-11-24 2023-09-30 13F HOME DEPOT COM 437076102 72,978 69,298 1,883.10 22,051 -5.14 0.3420
2023-08-14 2023-06-30 13F HOME DEPOT COM 437076102 3,680 -446,320 -99.18 23,244 0.3351
2023-06-05 2023-03-31 13F HOME DEPOT COM 437076102 450,000 382,011 561.87 0 -100.00 0.0000
2023-06-12 2022-12-31 13F HOME DEPOT COM 437076102 67,989 8,282 13.87 21,475 30.34 0.3870
2022-12-02 2022-09-30 13F HOME DEPOT COM 437076102 59,707 22,132 58.90 16,476 59.87 0.3737
2022-08-11 2022-06-30 13F HOME DEPOT COM 437076102 37,575 5,739 18.03 10,306 8.15 0.2321
2022-05-20 2022-03-31 13F HOME DEPOT COM 437076102 31,836 391 1.24 9,529 -26.98 0.2092
2022-02-17 2021-12-31 13F HOME DEPOT COM 437076102 31,445 653 2.12 13,050 29.11 0.3085
2021-11-23 2021-09-30 13F/A-1 HOME DEPOT COM 437076102 30,792 -3,983 -11.45 10,108 -8.85 0.2772
2021-11-16 2021-09-30 13F HOME DEPOT COM 437076102 20,072 -14,703 10,108 0.2772
2021-08-24 2021-06-30 13F HOME DEPOT COM 437076102 34,775 -512 -1.45 11,089 2.95 0.3074
2021-05-17 2021-03-31 13F HOME DEPOT COM 437076102 35,287 5,908 20.11 10,771 38.02 0.3424
2021-02-18 2020-12-31 13F HOME DEPOT COM 437076102 29,379 2,858 10.78 7,804 5.96 0.2744
2020-11-17 2020-09-30 13F HOME DEPOT COM 437076102 26,521 408 1.56 7,365 12.58 0.3169
2020-08-14 2020-06-30 13F HOME DEPOT COM 437076102 26,113 -2,061 -7.32 6,542 24.37 0.2794
2020-05-18 2020-03-31 13F HOME DEPOT COM 437076102 28,174 2,830 11.17 5,260 -4.97 0.2574
2020-02-14 2019-12-31 13F HOME DEPOT COM 437076102 25,344 704 2.86 5,535 -3.18 0.2279
2019-11-18 2019-09-30 13F HOME DEPOT COM 437076102 24,640 13,751 126.28 5,717 152.41 0.2835
2019-08-27 2019-06-30 13F HOME DEPOT COM 437076102 10,889 851 8.48 2,265 17.60 0.1415
2019-05-20 2019-03-31 13F HOME DEPOT COM 437076102 10,038 -614 -5.76 1,926 5.25 0.1852
2019-02-15 2018-12-31 13F HOME DEPOT COM 437076102 10,652 1,620 17.94 1,830 -2.19 0.1412
2018-11-15 2018-09-30 13F HOME DEPOT COM 437076102 9,032 4,300 90.87 1,871 102.71 0.1462
2018-08-14 2018-06-30 13F HOME DEPOT COM 437076102 4,732 385 8.86 923 19.10 0.0871
2018-05-15 2018-03-31 13F HOME DEPOT COM 437076102 4,347 532 13.94 775 7.19 0.0749
2018-02-15 2017-12-31 13F HOME DEPOT COM 437076102 3,815 146 3.98 723 20.50 0.0763
2017-11-15 2017-09-30 13F HOME DEPOT COM 437076102 3,669 -552 -13.08 600 -7.26 0.0693
2017-08-17 2017-06-30 13F HOME DEPOT COM 437076102 4,221 840 24.84 647 30.44 0.0793
2017-05-15 2017-03-31 13F HOME DEPOT COM 437076102 3,381 -2 -0.06 496 9.73 0.0684
2017-02-15 2016-12-31 13F HOME DEPOT COM 437076102 3,383 -140 -3.97 452 -0.22 0.0661
2016-11-14 2016-09-30 13F HOME DEPOT COM 437076102 3,523 356 11.24 453 12.13 0.0708
2016-08-15 2016-06-30 13F HOME DEPOT COM 437076102 3,167 162 5.39 404 0.75 0.0644
2016-05-16 2016-03-31 13F HOME DEPOT COM 437076102 3,005 -307 -9.27 401 -8.45 0.0615
2016-02-16 2015-12-31 13F HOME DEPOT COM 437076102 3,312 343 11.55 438 27.70 0.0736
2015-11-17 2015-09-30 13F HOME DEPOT COM 437076102 2,969 -112 -3.64 343 0.29 0.0654
2015-08-14 2015-06-30 13F Home Depot Common 437076102 3,081 -109 -3.42 342 -5.52 0.0642
2015-05-15 2015-03-31 13F Home Depot Common 437076102 3,190 542 20.47 362 30.22 0.0681
2015-02-17 2014-12-31 13F Home Depot Common 437076102 2,648 -581 -17.99 278 -6.08 0.0458
2014-11-12 2014-09-30 13F Home Depot Common 437076102 3,229 3,229 296 0.0479
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.