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Coordinated Financial Services’s Home Depot HD Stock Holding History

Coordinated Financial Services’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
Q1 		$857K Sell
2,605
-8
-0.3% -$2.92K 0.49% 58
2025
Q4 		$899K Sell
2,613
-26
-1% -$9.52K 0.52% 56
2025
Q3 		$1.07M Buy
2,639
+15
+0.6% +$5.9K 0.69% 41
2025
Q2 		$962K Sell
2,624
-9
-0.3% -$3.26K 0.67% 48
2025
Q1 		$965K Buy
2,633
+61
+2% +$23.8K 0.74% 42
2024
Q4 		$1M Buy
+2,572
New +$1.05M 0.78% 36
2024
Q2 		$917K Buy
2,664
+11
+0.4% +$3.75K 0.79% 36
2024
Q1 		$1.02M Buy
+2,653
New +$969K 0.89% 31

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coordinated Financial Services's HD Position: Q1 2026 in Review

Coordinated Financial Services reduced its Home Depot (HD) stake by 0.31% in Q1 2026, selling an estimated $2.92K and leaving 2,605 shares worth $857K. The position accounts for 0.49% of the portfolio, ranked #58.

Coordinated Financial Services first reported a position in HD in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Coordinated Financial Services held 2,605 shares of Home Depot worth $857K as of Q1 2026.
  • Coordinated Financial Services sold 8 Home Depot shares in Q1 2026, an estimated $2.92K.
  • Home Depot made up 0.49% of Coordinated Financial Services's portfolio in Q1 2026, its #58 holding.
  • Coordinated Financial Services first reported a position in Home Depot in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Home Depot position peaked at $1.07M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.