Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

HD holding history

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

HD overview All 13F holders of HD Full Q2 2026 holdings

Shares (Q2 2026): 25,974
Value: $9.16M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of HD by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,974	$9.16M	0.2%	−1,212−4.5%	Reduced	Holders
Q1 2026	27,186	$8.94M	0.3%	+5,295+24.2%	Added	Holders
Q4 2025	21,891	$7.53M	0.2%	+2,910+15.3%	Added	Holders
Q3 2025	18,981	$7.69M	0.2%	+148+0.8%	Added	Holders
Q2 2025	18,833	$6.90M	0.2%	−1,694−8.3%	Reduced	Holders
Q1 2025	20,527	$7.52M	0.3%	−883−4.1%	Reduced	Holders
Q4 2024	21,410	$8.33M	0.3%	−706−3.2%	Reduced	Holders
Q3 2024	22,116	$8.96M	0.3%	−2,158−8.9%	Reduced	Holders
Q2 2024	24,274	$8.36M	0.4%	−323−1.3%	Reduced	Holders
Q1 2024	24,597	$9.44M	0.5%	+504+2.1%	Added	Holders
Q4 2023	24,093	$8.35M	0.5%	−1,312−5.2%	Reduced	Holders
Q3 2023	25,405	$7.68M	0.5%	−621−2.4%	Reduced	Holders
Q2 2023	26,026	$8.08M	0.6%	−2,163−7.7%	Reduced	Holders
Q1 2023	28,189	$8.32M	0.7%	+541+2.0%	Added	Holders
Q4 2022	27,648	$8.73M	0.9%	−261−0.9%	Reduced	Holders
Q3 2022	27,909	$7.70M	0.9%	−235−0.8%	Reduced	Holders
Q2 2022	28,144	$7.72M	0.8%	−435−1.5%	Reduced	Holders
Q1 2022	28,579	$8.55M	0.7%	+2,257+8.6%	Added	Holders
Q4 2021	26,322	$10.9M	0.9%	+18,960+257.5%	Added	Holders
Q3 2021	7,362	$2.42M	0.3%	−800−9.8%	Reduced	Holders
Q2 2021	8,162	$2.60M	0.3%	+388+5.0%	Added	Holders
Q1 2021	7,774	$2.37M	0.4%	–	–	Holders

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