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Fortem Financial Group’s Home Depot HD Stock Holding History

Fortem Financial Group’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 		$292K Sell
828
-167
-17% -$54.3K 0.06% 159
2026
Q1 		$327K Sell
995
-198
-17% -$72.2K 0.08% 144
2025
Q4 		$410K Sell
1,193
-136
-10% -$49.8K 0.11% 127
2025
Q3 		$538K Sell
1,329
-448
-25% -$176K 0.15% 109
2025
Q2 		$652K Buy
1,777
+125
+8% +$45.2K 0.21% 101
2025
Q1 		$605K Hold
1,652
– – 0.24% 109
2024
Q4 		$643K Buy
1,652
+30
+2% +$12.3K 0.25% 103
2024
Q3 		$657K Buy
1,622
+312
+24% +$114K 0.27% 102
2024
Q2 		$451K Sell
1,310
-100
-7% -$34.1K 0.19% 115
2024
Q1 		$541K Buy
1,410
+100
+8% +$36.5K 0.24% 108
2023
Q4 		$454K Buy
1,310
+110
+9% +$34.1K 0.23% 110
2023
Q3 		$363K Buy
1,200
+131
+12% +$42.1K 0.21% 115
2023
Q2 		$332K Buy
1,069
+132
+14% +$39K 0.2% 123
2023
Q1 		$276K Hold
937
– – 0.18% 123
2022
Q4 		$296K Hold
937
– – 0.17% 133
2022
Q3 		$258K Buy
937
+118
+14% +$34.8K 0.18% 136
2022
Q2 		$225K Sell
819
-204
-20% -$60.2K 0.15% 154
2022
Q1 		$306K Sell
1,023
-51
-5% -$17.7K 0.13% 135
2021
Q4 		$446K Buy
1,074
+20
+2% +$7.61K 0.2% 120
2021
Q3 		$346K Hold
1,054
– – 0.18% 133
2021
Q2 		$336K Buy
1,054
+15
+1% +$4.77K 0.17% 138
2021
Q1 		$317K Buy
1,039
+30
+3% +$8.27K 0.18% 134
2020
Q4 		$268K Sell
1,009
-150
-13% -$41.2K 0.16% 129
2020
Q3 		$322K Hold
1,159
– – 0.23% 108
2020
Q2 		$290K Hold
1,159
– – 0.22% 98
2020
Q1 		$216K Sell
1,159
-35
-3% -$7.68K 0.2% 94
2019
Q4 		$261K Hold
1,194
– – 0.19% 96
2019
Q3 		$277K Hold
1,194
– – 0.24% 89
2019
Q2 		$248K Hold
1,194
– – 0.25% 90
2019
Q1 		$229K Buy
+1,194
New +$219K 0.24% 95

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortem Financial Group's HD Position: Q2 2026 in Review

Fortem Financial Group reduced its Home Depot (HD) stake by 17% in Q2 2026, selling an estimated $54.3K and leaving 828 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #159.

Fortem Financial Group first reported a position in HD in Q1 2019 and has held it in 30 quarters since. The position peaked at $657K in Q3 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Fortem Financial Group held 828 shares of Home Depot worth $292K as of Q2 2026.
  • Fortem Financial Group sold 167 Home Depot shares in Q2 2026, an estimated $54.3K.
  • Home Depot made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #159 holding.
  • Fortem Financial Group first reported a position in Home Depot in Q1 2019 and has held it in 30 quarters since.
  • Fortem Financial Group's Home Depot position peaked at $657K in Q3 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.