Compass Financial Group (South Dakota)’s Home Depot HD Stock Holding History

Compass Financial Group (South Dakota)’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	$456K	Hold	1,293	–	–	0.05%	69
2026 Q1	$425K	Buy	1,293 +106	+9%	+$38.6K	0.06%	66
2025 Q4	$408K	Sell	1,187 -2	-0.2%	-$733	0.06%	61
2025 Q3	$482K	Sell	1,189 -28	-2%	-$11K	0.07%	56
2025 Q2	$446K	Buy	1,217 +26	+2%	+$9.41K	0.07%	55
2025 Q1	$437K	Buy	1,191 +43	+4%	+$16.8K	0.08%	56
2024 Q4	$447K	Hold	1,148	–	–	0.08%	56
2024 Q3	$465K	Buy	1,148 +1	+0.1%	+$365	0.09%	54
2024 Q2	$395K	Buy	1,147 +6	+0.5%	+$2.05K	0.09%	59
2024 Q1	$438K	Sell	1,141 -18	-2%	-$6.58K	0.1%	52
2023 Q4	$402K	Buy	1,159 +79	+7%	+$24.5K	0.11%	55
2023 Q3	$327K	Sell	1,080 -1	-0.1%	-$322	0.1%	62
2023 Q2	$336K	Hold	1,081	–	–	0.1%	65
2023 Q1	$319K	Buy	1,081 +1	+0.1%	+$307	0.1%	64
2022 Q4	$341K	Buy	+1,080	New	+$329K	0.12%	57

Other funds holding HD

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Compass Financial Group (South Dakota)'s HD Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its Home Depot (HD) position steady in Q2 2026 at 1,293 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #69.

Compass Financial Group (South Dakota) first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $482K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Compass Financial Group (South Dakota) held 1,293 shares of Home Depot worth $456K as of Q2 2026.
Compass Financial Group (South Dakota) left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.05% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #69 holding.
Compass Financial Group (South Dakota) first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
Compass Financial Group (South Dakota)'s Home Depot position peaked at $482K in Q3 2025.
2,432 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.