SEC 13F Intelligence

Sound View Wealth Advisors Group, LLC / HD

Sound View Wealth Advisors Group, LLC’s Home Depot Inc Position

Does Sound View Wealth Advisors Group, LLC own Home Depot Inc (HD)? Yes35.3K shares worth $12M (+0.79% of its 13F portfolio) as of Q1 2026, up from 35.0K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
35.3K
% of Portfolio
+0.79%
Quarters Held
28
currently held

Position History HD

Reported value by quarter
Q2 ’19: $6MQ2 ’19Q3 ’19: $7MQ4 ’19: $6MQ1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $7MQ1 ’21: $8MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $10MQ1 ’22: $8MQ2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $12MQ1 ’23: $9MQ2 ’23: $10MQ2 ’23Q3 ’23: $10MQ4 ’23: $12MQ1 ’24: $12MQ2 ’24: $11MQ2 ’24Q3 ’24: $14MQ4 ’24: $14MQ1 ’25: $13MQ2 ’25: $13MQ2 ’25Q3 ’25: $14MQ4 ’25: $12MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.3K$12M+0.79%
Q4 202535.0K$12M+0.81%
Q3 202535.3K$14M+0.98%
Q2 202535.8K$13M+0.97%
Q1 202535.8K$13M+1.08%
Q4 202435.5K$14M+1.11%
Q3 202434.0K$14M+1.12%
Q2 202431.0K$11M+1.10%
Q1 202430.5K$12M+1.25%
Q4 202334.0K$12M+1.30%
Q3 202333.1K$10M+1.24%
Q2 202331.4K$10M+1.28%
Q1 202332.0K$9M+1.29%
Q4 202234.0K$12M+1.30%
Q3 202224.3K$7M+1.51%
Q2 202226.0K$7M+1.49%
Q1 202225.6K$8M+1.45%
Q4 202125.2K$10M+1.98%
Q3 202125.2K$8M+1.73%
Q2 202125.3K$8M+1.69%
Q1 202127.4K$8M+1.94%
Q4 202028.0K$7M+1.81%
Q3 202028.0K$8M+2.05%
Q2 202028.7K$7M+2.02%
Q1 202028.3K$5M+1.82%
Q4 201927.8K$6M+1.72%
Q3 201928.2K$7M+1.95%
Q2 201928.3K$6M+1.74%

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