Cascade Financial Partners’s Home Depot HD Stock Holding History

Cascade Financial Partners’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	$993K	Sell	2,816 -75	-3%	-$24.4K	0.09%	125
2026 Q1	$951K	Sell	2,891 -125	-4%	-$45.6K	0.1%	123
2025 Q4	$1.04M	Sell	3,016 -80	-3%	-$29.3K	0.11%	115
2025 Q3	$1.25M	Sell	3,096 -30	-1%	-$11.8K	0.14%	100
2025 Q2	$1.15M	Sell	3,126 -131	-4%	-$47.4K	0.14%	101
2025 Q1	$1.19M	Buy	3,257 +95	+3%	+$37K	0.15%	100
2024 Q4	$1.23M	Sell	3,162 -9	-0.3%	-$3.68K	0.16%	88
2024 Q3	$1.27M	Buy	3,171 +30	+1%	+$10.9K	0.16%	86
2024 Q2	$1.08M	Hold	3,141	–	–	0.14%	94
2024 Q1	$1.08M	Buy	+3,141	New	+$1.15M	0.16%	94

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

Cascade Financial Partners's HD Position: Q2 2026 in Review

Cascade Financial Partners reduced its Home Depot (HD) stake by 2.6% in Q2 2026, selling an estimated $24.4K and leaving 2,816 shares worth $993K. The position accounts for 0.09% of the portfolio, ranked #125.

Cascade Financial Partners first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Cascade Financial Partners held 2,816 shares of Home Depot worth $993K as of Q2 2026.
Cascade Financial Partners sold 75 Home Depot shares in Q2 2026, an estimated $24.4K.
Home Depot made up 0.09% of Cascade Financial Partners's portfolio in Q2 2026, its #125 holding.
Cascade Financial Partners first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Home Depot position peaked at $1.27M in Q3 2024.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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