SEC 13F Intelligence

United Capital Financial Advisors, LLC / HD

United Capital Financial Advisors, LLC’s Home Depot Inc Position

Does United Capital Financial Advisors, LLC own Home Depot Inc (HD)? Yes — 141.2K shares worth $46M (+0.29% of its 13F portfolio) as of Q1 2026, down from 147.6K shares the prior filed quarter.

Position Value
$46M
Q1 2026
Shares
141.2K
% of Portfolio
+0.29%
Quarters Held
30
currently held

Position History HD

Reported value by quarter
Q4 ’18: $77MQ4 ’18Q1 ’19: $90MQ2 ’19: $84MQ3 ’19: $109MQ4 ’19: $65MQ4 ’19Q1 ’20: $51MQ2 ’20: $67MQ3 ’20: $75MQ4 ’20: $74MQ4 ’20Q1 ’21: $97MQ2 ’21: $158MQ3 ’21: $161MQ4 ’21: $197MQ4 ’21Q1 ’22: $138MQ2 ’22: $132MQ3 ’22: $127MQ4 ’22: $141MQ4 ’22Q1 ’23: $133MQ2 ’23: $129MQ3 ’23: $121MQ4 ’23: $87MQ4 ’23Q1 ’24: $91MQ2 ’24: $75MQ3 ’24: $86MQ4 ’24: $74MQ4 ’24Q1 ’25: $59MQ2 ’25: $57MQ3 ’25: $58MQ4 ’25: $51MQ4 ’25Q1 ’26: $46Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.2K$46M+0.29%
Q4 2025147.6K$51M+0.31%
Q3 2025144.4K$58M+0.42%
Q2 2025156.1K$57M+0.46%
Q1 2025159.8K$59M+0.50%
Q4 2024189.1K$74M+0.62%
Q3 2024213.1K$86M+0.71%
Q2 2024218.6K$75M+0.65%
Q1 2024236.8K$91M+0.75%
Q4 2023252.4K$87M+0.73%
Q3 2023401.2K$121M+0.79%
Q2 2023438.6K$129M+0.72%
Q1 2023449.5K$133M+0.73%
Q4 2022447.6K$141M+0.79%
Q3 2022459.3K$127M+0.75%
Q2 2022482.7K$132M+0.73%
Q1 2022462.4K$138M+0.67%
Q4 2021473.5K$197M+0.90%
Q3 2021489.3K$161M+0.80%
Q2 2021494.4K$158M+0.79%
Q1 2021317.1K$97M+0.54%
Q4 2020278.1K$74M+0.45%
Q3 2020270.5K$75M+0.49%
Q2 2020269.3K$67M+0.49%
Q1 2020275.6K$51M+0.43%
Q4 2019297.0K$65M+0.42%
Q3 2019469.8K$109M+0.77%
Q2 2019405.6K$84M+0.55%
Q1 2019469.5K$90M+0.63%
Q4 2018450.4K$77M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of HD.