FF
HD icon

Formulate Financial’s Home Depot HD Stock Holding History

Formulate 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 		$267K Hold
757
– – 0.28% 23
2026
Q1 		$249K Sell
757
-2
-0.3% -$729 0.31% 23
2025
Q4 		$261K Hold
759
– – 0.31% 24
2025
Q3 		$308K Buy
+759
New +$298K 0.38% 19

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Formulate Financial's HD Position: Q2 2026 in Review

Formulate Financial held its Home Depot (HD) position steady in Q2 2026 at 757 shares worth $267K. The position accounts for 0.28% of the portfolio, ranked #23.

Formulate Financial first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q3 2025. 2,764 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Formulate Financial held 757 shares of Home Depot worth $267K as of Q2 2026.
  • Formulate Financial left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.28% of Formulate Financial's portfolio in Q2 2026, its #23 holding.
  • Formulate Financial first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • Formulate Financial's Home Depot position peaked at $308K in Q3 2025.
  • 2,764 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.