HIG
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Heritage Investment Group’s Home Depot HD Stock Holding History

Heritage Investment 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 		$623K Hold
1,767
– – 0.08% 73
2026
Q1 		$581K Sell
1,767
-80
-4% -$29.2K 0.09% 70
2025
Q4 		$636K Buy
1,847
+45
+2% +$16.5K 0.1% 69
2025
Q3 		$730K Buy
1,802
+19
+1% +$7.47K 0.12% 55
2025
Q2 		$654K Hold
1,783
– – 0.11% 55
2025
Q1 		$653K Buy
1,783
+50
+3% +$19.5K 0.12% 51
2024
Q4 		$674K Sell
1,733
-286
-14% -$117K 0.13% 48
2024
Q3 		$818K Hold
2,019
– – 0.16% 43
2024
Q2 		$695K Hold
2,019
– – 0.14% 42
2024
Q1 		$775K Hold
2,019
– – 0.16% 41
2023
Q4 		$700K Hold
2,019
– – 0.16% 38
2023
Q3 		$610K Sell
2,019
-199
-9% -$64K 0.17% 42
2023
Q2 		$689K Buy
2,218
+200
+10% +$59.1K 0.19% 38
2023
Q1 		$596K Sell
2,018
-4
-0.2% -$1.23K 0.18% 34
2022
Q4 		$639K Sell
2,022
-98
-5% -$29.9K 0.2% 33
2022
Q3 		$585K Hold
2,120
– – 0.36% 32
2022
Q2 		$581K Hold
2,120
– – 0.33% 35
2022
Q1 		$635K Buy
2,120
+5
+0.2% +$1.73K 0.46% 30
2021
Q4 		$878K Buy
+2,115
New +$805K 0.69% 23

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

Heritage Investment Group's HD Position: Q2 2026 in Review

Heritage Investment Group held its Home Depot (HD) position steady in Q2 2026 at 1,767 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #73.

Heritage Investment Group first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $878K in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Heritage Investment Group held 1,767 shares of Home Depot worth $623K as of Q2 2026.
  • Heritage Investment Group left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.08% of Heritage Investment Group's portfolio in Q2 2026, its #73 holding.
  • Heritage Investment Group first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's Home Depot position peaked at $878K in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.