Beacon Financial Group’s Home Depot HD Stock Holding History

Beacon Financial Group’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	$1.78M	Sell	5,047 -21	-0.4%	-$6.83K	0.16%	129
2026 Q1	$1.67M	Sell	5,068 -365	-7%	-$133K	0.17%	135
2025 Q4	$1.87M	Sell	5,433 -116	-2%	-$42.5K	0.19%	121
2025 Q3	$2.25M	Buy	5,549 +351	+7%	+$138K	0.22%	108
2025 Q2	$1.91M	Buy	5,198 +36	+0.7%	+$13K	0.2%	116
2025 Q1	$1.89M	Buy	5,162 +31	+0.6%	+$12.1K	0.21%	111
2024 Q4	$2M	Sell	5,131 -47	-0.9%	-$19.2K	0.21%	106
2024 Q3	$2.1M	Buy	5,178 +157	+3%	+$57.3K	0.23%	106
2024 Q2	$1.73M	Buy	5,021 +36	+0.7%	+$12.3K	0.2%	120
2024 Q1	$1.91M	Sell	4,985 -19	-0.4%	-$6.94K	0.22%	110
2023 Q4	$1.73M	Sell	5,004 -139	-3%	-$43K	0.21%	113
2023 Q3	$1.7M	Buy	5,143 +9	+0.2%	+$2.89K	0.24%	97
2023 Q2	$1.58M	Buy	5,134 +90	+2%	+$26.6K	0.21%	104
2023 Q1	$1.47M	Buy	5,044 +53	+1%	+$16.2K	0.21%	112
2022 Q4	$1.58M	Buy	4,991 +17	+0.3%	+$5.18K	0.22%	109
2022 Q3	$1.39M	Buy	4,974 +13	+0.3%	+$3.84K	0.22%	103
2022 Q2	$1.39M	Sell	4,961 -368	-7%	-$109K	0.21%	110
2022 Q1	$1.62M	Buy	5,329 +115	+2%	+$39.9K	0.22%	111
2021 Q4	$2.13M	Sell	5,214 -141	-3%	-$53.7K	0.28%	85
2021 Q3	$1.8M	Buy	5,355 +95	+2%	+$31.2K	0.24%	90
2021 Q2	$1.71M	Sell	5,260 -11,777	-69%	-$3.75M	0.24%	96
2021 Q1	$4.63M	Hold	17,037	–	–	0.73%	41
2020 Q4	$4.63M	Sell	17,037 -187	-1%	-$51.4K	0.73%	41
2020 Q3	$4.78M	Sell	17,224 -2,615	-13%	-$708K	0.86%	32
2020 Q2	$4.88M	Buy	19,839 +15,659	+375%	+$3.58M	0.94%	30
2020 Q1	$820K	Sell	4,180 -697	-14%	-$153K	0.18%	113
2019 Q4	$1.05M	Hold	4,877	–	–	0.13%	114
2019 Q3	$1.12M	Sell	4,877 -1,695	-26%	-$371K	0.19%	109
2019 Q2	$1.37M	Sell	6,572 -577	-8%	-$115K	0.23%	101
2019 Q1	$1.37K	Sell	7,149 -95	-1%	-$17.4K	0.22%	97
2018 Q4	$1.23M	Buy	7,244 +1,804	+33%	+$323K	0.23%	95
2018 Q3	$1.13M	Buy	5,440 +3	+0.1%	+$604	0.19%	96
2018 Q2	$1.06M	Buy	5,437 +4	+0.1%	+$747	0.18%	100
2018 Q1	$968K	Sell	5,433 -1,235	-19%	-$232K	0.17%	100
2017 Q4	$1.26M	Buy	6,668 +4	+0.1%	+$690	0.22%	88
2017 Q3	$1.09M	Sell	6,664 -477	-7%	-$73.1K	0.2%	88
2017 Q2	$1.09M	Sell	7,141 -266	-4%	-$40.8K	0.21%	84
2017 Q1	$1.09M	Buy	7,407 +137	+2%	+$19.4K	0.21%	82
2016 Q4	$974K	Sell	7,270 -147	-2%	-$18.9K	0.2%	82
2016 Q3	$949K	Buy	7,417 +392	+6%	+$52.2K	0.2%	80
2016 Q2	$895K	Buy	7,025 +3	+0%	+$397	0.2%	78
2016 Q1	$936K	Sell	7,022 -153	-2%	-$19.1K	0.2%	78
2015 Q4	$956K	Buy	7,175 +4	+0.1%	+$509	0.22%	76
2015 Q3	$810K	Sell	7,171 -1,187	-14%	-$137K	0.2%	77
2015 Q2	$923K	Buy	8,358 +1,325	+19%	+$148K	0.2%	78
2015 Q1	$807K	Sell	7,033 -791	-10%	-$87.3K	0.18%	80
2014 Q4	$815K	Buy	7,824 +6	+0.1%	+$583	0.17%	89
2014 Q3	$726K	Buy	7,818 +104	+1%	+$8.92K	0.16%	94
2014 Q2	$626K	Sell	7,714 -1,793	-19%	-$141K	0.14%	99
2014 Q1	$748K	Sell	9,507 -22	-0.2%	-$1.75K	0.15%	91
2013 Q4	$781K	Buy	9,529 +86	+0.9%	+$6.7K	0.15%	101
2013 Q3	$717K	Buy	+9,443	New	+$729K	0.15%	107

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Group's HD Position: Q2 2026 in Review

Beacon Financial Group reduced its Home Depot (HD) stake by 0.41% in Q2 2026, selling an estimated $6.83K and leaving 5,047 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #129.

Beacon Financial Group first reported a position in HD in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.88M in Q2 2020. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Beacon Financial Group held 5,047 shares of Home Depot worth $1.78M as of Q2 2026.
Beacon Financial Group sold 21 Home Depot shares in Q2 2026, an estimated $6.83K.
Home Depot made up 0.16% of Beacon Financial Group's portfolio in Q2 2026, its #129 holding.
Beacon Financial Group first reported a position in Home Depot in Q3 2013 and has held it in 52 quarters since.
Beacon Financial Group's Home Depot position peaked at $4.88M in Q2 2020.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.