The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership862 shares
Latest Disclosed Value $ 283,513
Inspirion Wealth Advisors, Llc reports 10.58% decrease in ownership of HD / The Home Depot, Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 862 shares of The Home Depot, Inc. (CH:HD) valued at $283,513 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 964 shares of The Home Depot, Inc.. This represents a change in shares of -10.58% 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)
2026-04-08 2026-03-31 13F HOME DEPOT COM 437076102 862 -102 -10.58 284 -14.50 0.0353
2026-01-09 2025-12-31 13F HOME DEPOT COM 437076102 964 -65 -6.32 332 -20.43 0.0406
2025-10-06 2025-09-30 13F HOME DEPOT COM 437076102 1,029 80 8.43 417 19.88 0.0584
2025-07-09 2025-06-30 13F HOME DEPOT COM 437076102 949 0 0.00 348 0.00 0.0461
2025-04-09 2025-03-31 13F HOME DEPOT COM 437076102 949 0 0.00 348 -4.67 0.0483
2025-01-15 2024-12-31 13F HOME DEPOT COM 437076102 949 -80 -7.77 365 -12.50 0.0509
2024-10-04 2024-09-30 13F HOME DEPOT COM 437076102 1,029 100 10.76 417 30.41 0.0583
2024-07-12 2024-06-30 13F HOME DEPOT COM 437076102 929 -193 -17.20 320 -25.81 0.0489
2024-04-12 2024-03-31 13F HOME DEPOT COM 437076102 1,122 -6 -0.53 430 10.54 0.0711
2024-01-10 2023-12-31 13F HOME DEPOT COM 437076102 1,128 119 11.79 389 27.96 0.0702
2023-10-13 2023-09-30 13F HOME DEPOT COM 437076102 1,009 0 0.00 305 -2.88 0.0595
2023-07-20 2023-06-30 13F HOME DEPOT COM 437076102 1,009 43 4.45 313 9.82 0.0601
2023-04-07 2023-03-31 13F HOME DEPOT COM 437076102 966 115 13.51 285 6.34 0.0572
2023-01-18 2022-12-31 13F HOME DEPOT COM 437076102 851 0 0.00 269 14.04 0.0569
2022-10-19 2022-09-30 13F HOME DEPOT COM 437076102 851 -75 -8.10 235 -7.48 0.0530
2022-07-27 2022-06-30 13F HOME DEPOT COM 437076102 926 -85 -8.41 254 -16.17 0.0557
2022-04-14 2022-03-31 13F HOME DEPOT COM 437076102 1,011 -10 -0.98 303 -28.37 0.0620
2022-01-21 2021-12-31 13F HOME DEPOT COM 437076102 1,021 -111 -9.81 423 13.71 0.0892
2021-10-08 2021-09-30 13F HOME DEPOT COM 437076102 1,132 0 0.00 372 3.05 0.0856
2021-07-16 2021-06-30 13F HOME DEPOT COM 437076102 1,132 -108 -8.71 361 -4.75 0.0890
2021-04-15 2021-03-31 13F HOME DEPOT COM 437076102 1,240 108 9.54 379 26.33 0.1005
2021-01-22 2020-12-31 13F HOME DEPOT COM 437076102 1,132 -47 -3.99 300 -8.26 0.0844
2020-10-14 2020-09-30 13F HOME DEPOT COM 437076102 1,179 -15 -1.26 327 9.36 0.1124
2020-07-09 2020-06-30 13F HOME DEPOT COM 437076102 1,194 7 0.59 299 34.68 0.1174
2020-04-23 2020-03-31 13F HOME DEPOT COM 437076102 1,187 -145 -10.89 222 -23.71 0.1096
2020-01-14 2019-12-31 13F HOME DEPOT COM 437076102 1,332 0 0.00 291 -5.83 0.0982
2019-10-22 2019-09-30 13F HOME DEPOT COM 437076102 1,332 -153 -10.30 309 0.00 0.1353
2019-07-15 2019-06-30 13F HOME DEPOT COM 437076102 1,485 10 0.68 309 9.19 0.1334
2019-04-16 2019-03-31 13F HOME DEPOT COM 437076102 1,475 0 0.00 283 11.86 0.1253
2019-01-22 2018-12-31 13F HOME DEPOT COM 437076102 1,475 0 0.00 253 -17.32 0.1263
2018-11-14 2018-09-30 13F HOME DEPOT COM 437076102 1,475 0 0.00 306 6.25 0.1298
2018-07-19 2018-06-30 13F HOME DEPOT COM 437076102 1,475 0 0.00 288 9.51 0.1357
2018-04-18 2018-03-31 13F HOME DEPOT COM 437076102 1,475 -34 -2.25 263 -8.04 0.1285
2018-01-16 2017-12-31 13F HOME DEPOT COM 437076102 1,509 -474 -23.90 286 -11.73 0.1389
2017-11-14 2017-09-30 13F HOME DEPOT COM 437076102 1,983 -22 -1.10 324 5.19 0.1643
2017-07-19 2017-06-30 13F HOME DEPOT COM 437076102 2,005 0 0.00 308 4.76 0.1672
2017-05-09 2017-03-31 13F HOME DEPOT COM 437076102 2,005 100 5.25 294 15.29 0.1663
2017-01-31 2016-12-31 13F HOME DEPOT COM 437076102 1,905 248 14.97 255 19.72 0.1617
2016-11-14 2016-09-30 13F HOME DEPOT COM 437076102 1,657 1,657 0.00 213 0.1381
2016-08-02 2016-06-30 13F HOME DEPOT COM 437076102 0 -1,557 -100.00 0 -100.00
2016-04-27 2016-03-31 13F HOME DEPOT COM 437076102 1,557 0 0.00 208 0.97 0.1458
2016-01-13 2015-12-31 13F HOME DEPOT COM 437076102 1,557 -808 -34.16 206 -24.54 0.1511
2015-10-21 2015-09-30 13F HOME DEPOT COM 437076102 2,365 -67 -2.75 273 1.11 0.2156
2015-08-07 2015-06-30 13F HOME DEPOT COM 437076102 2,432 0 0.00 270 -2.17 0.1997
2015-06-02 2015-03-31 13F HOME DEPOT COM 437076102 2,432 -100 -3.95 276 3.76 0.2222
2015-02-13 2014-12-31 13F HOME DEPOT COM 437076102 2,532 2,532 266 0.2466
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.