Skip to main content

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

HD holding history

Home Depot, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
108,804
Value
$38.4M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of HD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,804$38.4M0.1%+20,377+23.0%AddedHolders
Q1 202688,427$29.1M0.1%+3,928+4.6%AddedHolders
Q4 202584,499$29.1M0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202589,019$32.6M0.2%+6,853+8.3%AddedHolders
Q1 202582,166$30.1M0.2%+7,631+10.2%AddedHolders
Q4 202474,535$29.0M0.2%−1,511−2.0%ReducedHolders
Q3 202476,046$30.8M0.3%+8,180+12.1%AddedHolders
Q2 202467,866$23.4M0.2%+968+1.4%AddedHolders
Q1 202466,898$25.7M0.3%+3,034+4.8%AddedHolders
Q4 202363,864$22.1M0.3%−9,114−12.5%ReducedHolders
Q3 202372,978$22.1M0.3%+69,298+1,883.1%AddedHolders
Q2 20233,680$23.2M0.4%−446,320−99.2%ReducedHolders
Q1 2023450,000$45<0.1%+382,011+561.9%AddedHolders
Q4 202267,989$21.5M0.4%+8,282+13.9%AddedHolders
Q3 202259,707$16.5M0.4%+22,132+58.9%AddedHolders
Q2 202237,575$10.3M0.2%+5,739+18.0%AddedHolders
Q1 202231,836$9.53M0.2%+391+1.2%AddedHolders
Q4 202131,445$13.1M0.3%+653+2.1%AddedHolders
Q3 202130,792$10.1M0.3%−3,983−11.5%ReducedHolders
Q2 202134,775$11.1M0.3%−512−1.5%ReducedHolders
Q1 202135,287$10.8M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.