Financial Synergies Wealth Advisors’s Home Depot HD Stock Holding History

Financial Synergies Wealth Advisors’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	$204K	Buy	+577	New	+$188K	0.02%	116
2026 Q1	–	Sell	-671	Closed	-$231K	–	113
2025 Q4	$231K	Buy	671 +6	+0.9%	+$2.2K	0.02%	98
2025 Q3	$269K	Buy	665 +46	+7%	+$18.1K	0.03%	85
2025 Q2	$227K	Buy	+619	New	+$224K	0.02%	87
2025 Q1	–	Sell	-524	Closed	-$204K	–	84
2024 Q4	$204K	Sell	524 -63	-11%	-$25.7K	0.03%	73
2024 Q3	$238K	Buy	+587	New	+$214K	0.03%	67
2024 Q2	–	Sell	-446	Closed	-$171K	–	225
2024 Q1	$171K	Buy	446 +155	+53%	+$56.6K	0.02%	79
2023 Q4	$91.9K	Sell	291 -154	-35%	-$47.7K	0.01%	78
2023 Q3	$134K	Buy	445 +1	+0.2%	+$322	0.02%	76
2023 Q2	$138K	Sell	444 -34	-7%	-$10K	0.02%	76
2023 Q1	$141K	Buy	478 +187	+64%	+$57.3K	0.02%	74
2022 Q4	$91.9K	Buy	291 +129	+80%	+$39.3K	0.01%	78
2022 Q3	$44.7K	Buy	162 +28	+21%	+$8.27K	0.01%	97
2022 Q2	$36.8K	Buy	+134	New	+$39.6K	0.01%	114

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

Financial Synergies Wealth Advisors's HD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Home Depot (HD) in Q2 2026: 577 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings. This is a return to the name: Financial Synergies Wealth Advisors previously reported a position in HD as recently as Q4 2025.

Financial Synergies Wealth Advisors first reported a position in HD in Q2 2022 and has held it in 14 quarters since. The position peaked at $269K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Financial Synergies Wealth Advisors held 577 shares of Home Depot worth $204K as of Q2 2026.
Home Depot was a new Financial Synergies Wealth Advisors position in Q2 2026.
Home Depot made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Financial Synergies Wealth Advisors first reported a position in Home Depot in Q2 2022 and has held it in 14 quarters since.
Financial Synergies Wealth Advisors's Home Depot position peaked at $269K in Q3 2025.
4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.