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LifeSteps Financial’s Home Depot HD Stock Holding History

LifeSteps Financial’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 		$1.49M Sell
4,228
-173
-4% -$56.3K 0.7% 29
2026
Q1 		$1.45M Sell
4,401
-120
-3% -$43.7K 0.92% 22
2025
Q4 		$1.56M Sell
4,521
-155
-3% -$56.8K 1% 21
2025
Q3 		$1.89M Sell
4,676
-178
-4% -$70K 1.22% 19
2025
Q2 		$1.78M Sell
4,854
-20
-0.4% -$7.24K 1.22% 19
2025
Q1 		$1.79M Buy
4,874
+139
+3% +$54.2K 1.45% 18
2024
Q4 		$1.84M Sell
4,735
-23
-0.5% -$9.4K 1.41% 18
2024
Q3 		$1.93M Sell
4,758
-42
-0.9% -$15.3K 1.51% 17
2024
Q2 		$1.65M Sell
4,800
-99
-2% -$33.8K 1.36% 18
2024
Q1 		$1.88M Sell
4,899
-27
-0.5% -$9.86K 1.42% 17
2023
Q4 		$1.71M Buy
4,926
+268
+6% +$83K 1.51% 17
2023
Q3 		$1.41M Buy
4,658
+3
+0.1% +$965 1.43% 19
2023
Q2 		$1.45M Buy
4,655
+102
+2% +$30.1K 1.43% 19
2023
Q1 		$1.34M Sell
4,553
-417
-8% -$128K 1.43% 17
2022
Q4 		$1.57M Buy
4,970
+455
+10% +$139K 1.64% 15
2022
Q3 		$1.25M Buy
4,515
+302
+7% +$89.1K 1.4% 17
2022
Q2 		$1.16M Sell
4,213
-230
-5% -$67.9K 1.21% 18
2022
Q1 		$1.33M Sell
4,443
-22
-0.5% -$7.63K 0.98% 23
2021
Q4 		$1.85M Sell
4,465
-177
-4% -$67.4K 1.31% 20
2021
Q3 		$1.52M Sell
4,642
-52
-1% -$17.1K 1.17% 20
2021
Q2 		$1.5M Buy
4,694
+348
+8% +$111K 1.15% 20
2021
Q1 		$1.33M Buy
4,346
+786
+22% +$217K 1.11% 20
2020
Q4 		$946K Buy
3,560
+67
+2% +$18.4K 0.87% 23
2020
Q3 		$970K Buy
3,493
+205
+6% +$55.5K 1.02% 20
2020
Q2 		$824K Buy
3,288
+423
+15% +$96.8K 0.95% 21
2020
Q1 		$535K Buy
2,865
+25
+0.9% +$5.49K 0.62% 38
2019
Q4 		$620K Buy
+2,840
New +$643K 0.59% 41

Other funds holding HD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LifeSteps Financial's HD Position: Q2 2026 in Review

LifeSteps Financial reduced its Home Depot (HD) stake by 3.9% in Q2 2026, selling an estimated $56.3K and leaving 4,228 shares worth $1.49M. The position accounts for 0.7% of the portfolio, ranked #29.

LifeSteps Financial first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q3 2024. 2,163 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LifeSteps Financial held 4,228 shares of Home Depot worth $1.49M as of Q2 2026.
  • LifeSteps Financial sold 173 Home Depot shares in Q2 2026, an estimated $56.3K.
  • Home Depot made up 0.7% of LifeSteps Financial's portfolio in Q2 2026, its #29 holding.
  • LifeSteps Financial first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Home Depot position peaked at $1.93M in Q3 2024.
  • 2,163 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.