Convergence Financial’s Home Depot HD Stock Holding History

Convergence Financial’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	$341K	Buy	+967	New	+$315K	0.03%	209
2025 Q3	–	Sell	-579	Closed	-$212K	–	194
2025 Q2	$212K	Sell	579 -16	-3%	-$5.79K	0.04%	176
2025 Q1	$218K	Buy	595 +38	+7%	+$14.8K	0.04%	163
2024 Q4	$217K	Sell	557 -18	-3%	-$7.35K	0.04%	153
2024 Q3	$233K	Sell	575 -24	-4%	-$8.75K	0.05%	146
2024 Q2	$206K	Sell	599 -181	-23%	-$61.7K	0.05%	144
2024 Q1	$299K	Hold	780	–	–	0.12%	43
2023 Q4	$270K	Hold	780	–	–	0.12%	34
2023 Q3	$236K	Sell	780 -173	-18%	-$55.6K	0.14%	28
2023 Q2	$296K	Hold	953	–	–	0.18%	24
2023 Q1	$281K	Sell	953 -24	-2%	-$7.36K	0.21%	24
2022 Q4	$309K	Buy	977 +24	+3%	+$7.31K	0.27%	19
2022 Q3	$263K	Buy	+953	New	+$281K	0.29%	17

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

Convergence Financial's HD Position: Q2 2026 in Review

Convergence Financial opened a new position in Home Depot (HD) in Q2 2026: 967 shares worth $341K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Convergence Financial previously reported a position in HD as recently as Q2 2025.

Convergence Financial first reported a position in HD in Q3 2022 and has held it in 13 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Convergence Financial held 967 shares of Home Depot worth $341K as of Q2 2026.
Home Depot was a new Convergence Financial position in Q2 2026.
Home Depot made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #209 holding.
Convergence Financial first reported a position in Home Depot in Q3 2022 and has held it in 13 quarters since.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.