BFG
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Berger Financial Group’s Home Depot HD Stock Holding History

Berger 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 		$4.43M Sell
12,570
-574
-4% -$187K 0.23% 89
2026
Q1 		$4.32M Sell
13,144
-158
-1% -$57.6K 0.24% 92
2025
Q4 		$4.58M Sell
13,302
-361
-3% -$132K 0.26% 86
2025
Q3 		$5.54M Sell
13,663
-65
-0.5% -$25.6K 0.33% 74
2025
Q2 		$5.03M Sell
13,728
-296
-2% -$107K 0.33% 80
2025
Q1 		$5.14M Sell
14,024
-62
-0.4% -$24.2K 0.36% 74
2024
Q4 		$5.48M Buy
14,086
+1,776
+14% +$726K 0.38% 66
2024
Q3 		$4.99M Buy
12,310
+1,903
+18% +$694K 0.36% 74
2024
Q2 		$3.58M Buy
10,407
+230
+2% +$78.5K 0.29% 87
2024
Q1 		$3.9M Sell
10,177
-13,348
-57% -$4.88M 0.32% 85
2023
Q4 		$8.15M Sell
23,525
-133
-0.6% -$41.2K 0.84% 26
2023
Q3 		$7.15M Sell
23,658
-328
-1% -$105K 0.82% 25
2023
Q2 		$7.45M Sell
23,986
-155
-0.6% -$45.8K 0.85% 25
2023
Q1 		$7.12M Buy
24,141
+14,330
+146% +$4.39M 0.86% 24
2022
Q4 		$3.1M Sell
9,811
-42
-0.4% -$12.8K 0.41% 74
2022
Q3 		$2.72M Buy
9,853
+189
+2% +$55.8K 0.4% 73
2022
Q2 		$2.65M Sell
9,664
-12,828
-57% -$3.79M 0.39% 66
2022
Q1 		$6.73M Buy
22,492
+12,580
+127% +$4.36M 0.86% 26
2021
Q4 		$4.11M Buy
9,912
+7,548
+319% +$2.87M 0.55% 60
2021
Q3 		$776K Buy
2,364
+1
+0% +$328 0.14% 89
2021
Q2 		$754K Sell
2,363
-3
-0.1% -$954 0.14% 92
2021
Q1 		$722K Buy
2,366
+34
+1% +$9.37K 0.16% 88
2020
Q4 		$619K Buy
+2,332
New +$641K 0.11% 115

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Berger Financial Group reduced its Home Depot (HD) stake by 4.4% in Q2 2026, selling an estimated $187K and leaving 12,570 shares worth $4.43M. The position accounts for 0.23% of the portfolio, ranked #89.

Berger Financial Group first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.15M in Q4 2023. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Berger Financial Group held 12,570 shares of Home Depot worth $4.43M as of Q2 2026.
  • Berger Financial Group sold 574 Home Depot shares in Q2 2026, an estimated $187K.
  • Home Depot made up 0.23% of Berger Financial Group's portfolio in Q2 2026, its #89 holding.
  • Berger Financial Group first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Home Depot position peaked at $8.15M in Q4 2023.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.