Helen Stephens Group’s Home Depot HD Stock Holding History

Helen Stephens 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	–	Sell	-747	Closed	-$246K	–	133
2026 Q1	$246K	Buy	747 +28	+4%	+$10.2K	0.05%	108
2025 Q4	$247K	Buy	719 +2	+0.3%	+$733	0.05%	105
2025 Q3	$290K	Buy	717 +4	+0.6%	+$1.57K	0.06%	88
2025 Q2	$261K	Buy	713 +40	+6%	+$14.5K	0.06%	74
2025 Q1	$247K	Buy	673 +31	+5%	+$12.1K	0.07%	76
2024 Q4	$250K	Buy	642 +3	+0.5%	+$1.23K	0.07%	74
2024 Q3	$259K	Sell	639 -22	-3%	-$8.02K	0.08%	75
2024 Q2	$228K	Hold	661	–	–	0.08%	78
2024 Q1	$254K	Hold	661	–	–	0.1%	65
2023 Q4	$229K	Buy	+661	New	+$205K	0.1%	69
2023 Q3	–	Sell	-662	Closed	-$206K	–	67
2023 Q2	$206K	Buy	+662	New	+$196K	0.1%	65

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Helen Stephens Group's HD Position: Q2 2026 in Review

Helen Stephens Group sold out of Home Depot (HD) in Q2 2026, closing a stake of 747 shares — an estimated $246K sold.

Helen Stephens Group first reported a position in HD in Q2 2023 and held it in 11 quarters. The position peaked at $290K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Helen Stephens Group reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
Helen Stephens Group sold 747 Home Depot shares in Q2 2026, an estimated $246K.
Helen Stephens Group first reported a position in Home Depot in Q2 2023 and held it in 11 quarters.
Helen Stephens Group's Home Depot position peaked at $290K in Q3 2025.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.