AllGen Financial Advisors’s Home Depot HD Stock Holding History

AllGen Financial Advisors’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$636K	Hold	1,804	–	–	0.14%	30
2026 Q1	$593K	Hold	1,804	–	–	0.14%	30
2025 Q4	$621K	Sell	1,804 -497	-22%	-$182K	0.15%	29
2025 Q3	$932K	Hold	2,301	–	–	0.23%	28
2025 Q2	$844K	Hold	2,301	–	–	0.23%	32
2025 Q1	$843K	Hold	2,301	–	–	0.25%	30
2024 Q4	$895K	Hold	2,301	–	–	0.3%	33
2024 Q3	$932K	Hold	2,301	–	–	0.3%	34
2024 Q2	$792K	Buy	2,301 +900	+64%	+$307K	0.3%	34
2024 Q1	$537K	Hold	1,401	–	–	0.22%	33
2023 Q4	$486K	Hold	1,401	–	–	0.25%	30
2023 Q3	$423K	Hold	1,401	–	–	0.3%	27
2023 Q2	$435K	Hold	1,401	–	–	0.27%	30
2023 Q1	$413K	Hold	1,401	–	–	0.29%	30
2022 Q4	$443K	Hold	1,401	–	–	0.32%	30
2022 Q3	$387K	Buy	+1,401	New	+$414K	0.3%	34
2022 Q2	–	Sell	-1,401	Closed	-$419K	–	37
2022 Q1	$419K	Hold	1,401	–	–	0.35%	29
2021 Q4	$581K	Buy	+1,401	New	+$533K	0.43%	31

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllGen Financial Advisors's HD Position: Q2 2026 in Review

AllGen Financial Advisors held its Home Depot (HD) position steady in Q2 2026 at 1,804 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #30.

AllGen Financial Advisors first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $932K in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

AllGen Financial Advisors held 1,804 shares of Home Depot worth $636K as of Q2 2026.
AllGen Financial Advisors left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.14% of AllGen Financial Advisors's portfolio in Q2 2026, its #30 holding.
AllGen Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
AllGen Financial Advisors's Home Depot position peaked at $932K in Q3 2024.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.