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Freedom Financial Partners’s Home Depot HD Stock Holding History

Freedom 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
Q2 		$211K Buy
+598
New +$195K 0.07% 87
2026
Q1 		– Sell
-598
Closed -$206K – 89
2025
Q4 		$206K Hold
598
– – 0.07% 87
2025
Q3 		$242K Buy
+598
New +$235K 0.09% 78

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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

Freedom Financial Partners's HD Position: Q2 2026 in Review

Freedom Financial Partners opened a new position in Home Depot (HD) in Q2 2026: 598 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings. This is a return to the name: Freedom Financial Partners previously reported a position in HD as recently as Q4 2025.

Freedom Financial Partners first reported a position in HD in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Freedom Financial Partners held 598 shares of Home Depot worth $211K as of Q2 2026.
  • Home Depot was a new Freedom Financial Partners position in Q2 2026.
  • Home Depot made up 0.07% of Freedom Financial Partners's portfolio in Q2 2026, its #87 holding.
  • Freedom Financial Partners first reported a position in Home Depot in Q3 2025 and has held it in 3 quarters since.
  • Freedom Financial Partners's Home Depot position peaked at $242K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.