Beacon Financial Strategies’s Home Depot HD Stock Holding History

Beacon Financial Strategies’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	$367K	Hold	1,041	–	–	0.18%	26
2026 Q1	$342K	Hold	1,041	–	–	0.19%	26
2025 Q4	$358K	Hold	1,041	–	–	0.2%	25
2025 Q3	$422K	Hold	1,041	–	–	0.25%	22
2025 Q2	$382K	Hold	1,041	–	–	0.24%	25
2025 Q1	$382K	Hold	1,041	–	–	0.26%	24
2024 Q4	$405K	Hold	1,041	–	–	0.27%	21
2024 Q3	$422K	Hold	1,041	–	–	0.29%	21
2024 Q2	$358K	Sell	1,041 -56	-5%	-$19.1K	0.26%	23
2024 Q1	$421K	Hold	1,097	–	–	0.3%	20
2023 Q4	$380K	Sell	1,097 -8	-0.7%	-$2.48K	0.3%	20
2023 Q3	$334K	Buy	1,105 +8	+0.7%	+$2.57K	0.29%	22
2023 Q2	$341K	Sell	1,097 -14	-1%	-$4.14K	0.28%	27
2023 Q1	$328K	Hold	1,111	–	–	0.28%	28
2022 Q4	$351K	Hold	1,111	–	–	0.32%	28
2022 Q3	$307K	Hold	1,111	–	–	0.29%	28
2022 Q2	$305K	Hold	1,111	–	–	0.28%	30
2022 Q1	$333K	Hold	1,111	–	–	0.29%	24
2021 Q4	$461K	Hold	1,111	–	–	0.39%	19
2021 Q3	$365K	Sell	1,111 -828	-43%	-$272K	0.33%	20
2021 Q2	$618K	Buy	+1,939	New	+$617K	0.53%	13

Other funds holding HD

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Beacon Financial Strategies held its Home Depot (HD) position steady in Q2 2026 at 1,041 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #26.

Beacon Financial Strategies first reported a position in HD in Q2 2021 and has held it in 21 quarters since. The position peaked at $618K in Q2 2021. 721 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Beacon Financial Strategies held 1,041 shares of Home Depot worth $367K as of Q2 2026.
Beacon Financial Strategies left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #26 holding.
Beacon Financial Strategies first reported a position in Home Depot in Q2 2021 and has held it in 21 quarters since.
Beacon Financial Strategies's Home Depot position peaked at $618K in Q2 2021.
721 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.