Beacon Financial Advisory
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Beacon Financial Advisory’s Home Depot HD Stock Holding History

Beacon Financial Advisory’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
Q3 		$615K Sell
2,162
-49
-2% -$16.1K 0.12% 217
2026
Q2 		$780K Buy
2,211
+57
+3% +$18.5K 0.15% 175
2026
Q1 		$708K Sell
2,154
-23
-1% -$8.38K 0.16% 171
2025
Q4 		$749K Sell
2,177
-80
-4% -$29.3K 0.17% 153
2025
Q3 		$914K Buy
2,257
+377
+20% +$148K 0.21% 130
2025
Q2 		$689K Buy
1,880
+236
+14% +$85.4K 0.18% 152
2025
Q1 		$603K Buy
1,644
+30
+2% +$11.7K 0.18% 144
2024
Q4 		$628K Buy
1,614
+3
+0.2% +$1.23K 0.2% 138
2024
Q3 		$653K Buy
1,611
+64
+4% +$23.3K 0.22% 127
2024
Q2 		$532K Buy
1,547
+386
+33% +$132K 0.2% 139
2024
Q1 		$446K Buy
1,161
+45
+4% +$16.4K 0.22% 131
2023
Q4 		$387K Sell
1,116
-17
-2% -$5.26K 0.19% 150
2023
Q3 		$342K Buy
1,133
+32
+3% +$10.3K 0.19% 151
2023
Q2 		$342K Sell
1,101
-21
-2% -$6.2K 0.2% 151
2023
Q1 		$331K Buy
1,122
+9
+0.8% +$2.76K 0.21% 139
2022
Q4 		$351K Sell
1,113
-18
-2% -$5.48K 0.25% 124
2022
Q3 		$312K Sell
1,131
-1,083
-49% -$320K 0.22% 140
2022
Q2 		$607K Buy
2,214
+135
+6% +$39.9K 0.35% 97
2022
Q1 		$622K Sell
2,079
-20
-1% -$6.94K 0.3% 103
2021
Q4 		$871K Buy
2,099
+166
+9% +$63.2K 0.4% 80
2021
Q3 		$635K Buy
1,933
+50
+3% +$16.4K 0.33% 97
2021
Q2 		$600K Buy
1,883
+14
+0.7% +$4.45K 0.32% 102
2021
Q1 		$571K Buy
1,869
+226
+14% +$62.3K 0.33% 102
2020
Q4 		$436K Buy
1,643
+417
+34% +$115K 0.28% 111
2020
Q3 		$340K Sell
1,226
-40
-3% -$10.8K 0.3% 117
2020
Q2 		$317K Hold
1,266
– – 0.34% 100
2020
Q1 		$236K Sell
1,266
-365
-22% -$80.1K 0.3% 109
2019
Q4 		$356K Buy
+1,631
New +$369K 0.3% 95

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beacon Financial Advisory's HD Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Home Depot (HD) stake by 2.2% in Q3 2026, selling an estimated $16.1K and leaving 2,162 shares worth $615K. The position accounts for 0.12% of the portfolio, ranked #217.

Beacon Financial Advisory first reported a position in HD in Q4 2019 and has held it in 28 quarters since. The position peaked at $914K in Q3 2025. 2,609 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Beacon Financial Advisory held 2,162 shares of Home Depot worth $615K as of Q3 2026.
  • Beacon Financial Advisory sold 49 Home Depot shares in Q3 2026, an estimated $16.1K.
  • Home Depot made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #217 holding.
  • Beacon Financial Advisory first reported a position in Home Depot in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Home Depot position peaked at $914K in Q3 2025.
  • 2,609 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.