Annex Advisory Services Trims Stake in Home Depot

Institutional investor reduces holdings in home improvement retailer

Apr. 16, 2026 at 7:03am

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Annex Advisory Services LLC, an investment management firm, has trimmed its holdings in shares of The Home Depot, Inc. (NYSE: HD) by 35.4% in the fourth quarter, according to a recent regulatory filing. The firm now owns 13,245 shares of the home improvement retailer's stock, valued at $4.56 million.

Why it matters

This move by Annex Advisory Services reflects broader trends in the investment community's sentiment towards Home Depot. As one of the largest home improvement retailers, Home Depot's performance is closely watched by analysts and investors as an indicator of consumer spending and the health of the housing market.

The details

According to the filing, Annex Advisory Services sold 7,257 shares of Home Depot during the fourth quarter. The firm now holds a total of 13,245 shares, down from 20,502 shares at the end of the previous quarter. Home Depot's stock price has fluctuated in recent months, with shares trading between $315 and $427 over the past 52 weeks.

  • Annex Advisory Services filed the 13F report disclosing the stake reduction on April 16, 2026.
  • The firm trimmed its Home Depot holdings during the fourth quarter of 2025.

The players

Annex Advisory Services LLC

An investment management firm that has reduced its stake in The Home Depot, Inc.

The Home Depot, Inc.

A leading home improvement retailer operating large-format stores and an integrated online platform.

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The takeaway

This filing highlights the ongoing shifts in institutional investor sentiment towards Home Depot, a bellwether for the home improvement industry. As the company navigates market conditions, investors will closely monitor its performance and strategic decisions.