Legacy Financial Group (Iowa)’s Home Depot HD Stock Holding History

Legacy Financial Group (Iowa)’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	$555K	Buy	1,574 +2	+0.1%	+$651	0.06%	85
2026 Q1	$517K	Buy	1,572 +1	+0.1%	+$364	0.07%	82
2025 Q4	$608K	Buy	1,571 +1	+0.1%	+$366	0.08%	79
2025 Q3	$636K	Buy	1,570 +48	+3%	+$18.9K	0.08%	73
2025 Q2	$558K	Buy	1,522 +2	+0.1%	+$724	0.08%	74
2025 Q1	$557K	Buy	1,520 +8	+0.5%	+$3.12K	0.09%	68
2024 Q4	$588K	Buy	+1,512	New	+$618K	0.1%	69
2024 Q3	–	Sell	-1,577	Closed	-$543K	–	71
2024 Q2	$543K	Buy	1,577 +1	+0.1%	+$341	0.11%	66
2024 Q1	$604K	Buy	+1,576	New	+$576K	0.12%	58
2023 Q4	–	Sell	-1,512	Closed	-$457K	–	220
2023 Q3	$457K	Buy	+1,512	New	+$486K	0.11%	65

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Group (Iowa)'s HD Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Home Depot (HD) stake by 0.13% in Q2 2026, buying an estimated $651 and bringing the position to 1,574 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #85.

Legacy Financial Group (Iowa) first reported a position in HD in Q3 2023 and has held it in 10 quarters since. The position peaked at $636K in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Legacy Financial Group (Iowa) held 1,574 shares of Home Depot worth $555K as of Q2 2026.
Legacy Financial Group (Iowa) bought 2 Home Depot shares in Q2 2026, an estimated $651.
Home Depot made up 0.06% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #85 holding.
Legacy Financial Group (Iowa) first reported a position in Home Depot in Q3 2023 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s Home Depot position peaked at $636K in Q3 2025.
4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.