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Curran Financial Partners’s Home Depot HD Stock Holding History

Curran 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
Q1 		– Sell
-683
Closed -$235K – 129
2025
Q4 		$235K Buy
683
+5
+0.7% +$1.83K 0.04% 111
2025
Q3 		$275K Sell
678
-81
-11% -$31.8K 0.05% 115
2025
Q2 		$278K Buy
759
+11
+1% +$3.98K 0.06% 107
2025
Q1 		$274K Buy
748
+9
+1% +$3.51K 0.07% 82
2024
Q4 		$287K Buy
739
+58
+9% +$23.7K 0.08% 79
2024
Q3 		$276K Buy
681
+2
+0.3% +$729 0.08% 78
2024
Q2 		$234K Buy
679
+87
+15% +$29.7K 0.08% 81
2024
Q1 		$227K Sell
592
-29
-5% -$10.6K 0.08% 77
2023
Q4 		$216K Buy
+621
New +$192K 0.08% 74

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Curran Financial Partners's HD Position: Q1 2026 in Review

Curran Financial Partners sold out of Home Depot (HD) in Q1 2026, closing a stake of 683 shares — an estimated $235K sold.

Curran Financial Partners first reported a position in HD in Q4 2023 and held it in 9 quarters. The position peaked at $287K in Q4 2024. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Curran Financial Partners reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 683 Home Depot shares in Q1 2026, an estimated $235K.
  • Curran Financial Partners first reported a position in Home Depot in Q4 2023 and held it in 9 quarters.
  • Curran Financial Partners's Home Depot position peaked at $287K in Q4 2024.
  • 4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.