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Marshall Financial Group (Maryland)’s Home Depot HD Stock Holding History

Marshall Financial Group (Maryland)’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 		$799K Sell
2,265
-120
-5% -$39K 0.12% 168
2026
Q1 		$785K Buy
2,385
+9
+0.4% +$3.28K 0.13% 152
2025
Q4 		$818K Sell
2,376
-195
-8% -$71.4K 0.16% 147
2025
Q3 		$1.04M Buy
2,571
+74
+3% +$29.1K 0.2% 124
2025
Q2 		$918K Sell
2,497
-48
-2% -$17.4K 0.18% 139
2025
Q1 		$933K Sell
2,545
-148
-5% -$57.7K 0.2% 124
2024
Q4 		$1.05M Buy
2,693
+242
+10% +$98.9K 0.25% 102
2024
Q3 		$993K Buy
2,451
+211
+9% +$77K 0.24% 115
2024
Q2 		$771K Sell
2,240
-370
-14% -$126K 0.22% 115
2024
Q1 		$1M Buy
2,610
+38
+1% +$13.9K 0.29% 96
2023
Q4 		$891K Buy
2,572
+13
+0.5% +$4.03K 0.29% 96
2023
Q3 		$773K Buy
2,559
+95
+4% +$30.6K 0.28% 93
2023
Q2 		$765K Buy
2,464
+41
+2% +$12.1K 0.26% 100
2023
Q1 		$715K Buy
2,423
+12
+0.5% +$3.68K 0.26% 107
2022
Q4 		$761K Sell
2,411
-68
-3% -$20.7K 0.3% 113
2022
Q3 		$684K Buy
2,479
+11
+0.4% +$3.25K 0.29% 113
2022
Q2 		$677K Buy
2,468
+30
+1% +$8.86K 0.27% 124
2022
Q1 		$730K Buy
2,438
+2
+0.1% +$694 0.3% 125
2021
Q4 		$1.01M Buy
2,436
+24
+1% +$9.14K 0.37% 97
2021
Q3 		$792K Buy
2,412
+79
+3% +$25.9K 0.41% 85
2021
Q2 		$744K Buy
2,333
+9
+0.4% +$2.86K 0.4% 81
2021
Q1 		$709K Buy
2,324
+54
+2% +$14.9K 0.42% 80
2020
Q4 		$603K Buy
+2,270
New +$624K 0.39% 84

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

Marshall Financial Group (Maryland)'s HD Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Home Depot (HD) stake by 5% in Q2 2026, selling an estimated $39K and leaving 2,265 shares worth $799K. The position accounts for 0.12% of the portfolio, ranked #168.

Marshall Financial Group (Maryland) first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,265 shares of Home Depot worth $799K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 120 Home Depot shares in Q2 2026, an estimated $39K.
  • Home Depot made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #168 holding.
  • Marshall Financial Group (Maryland) first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Home Depot position peaked at $1.05M in Q4 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.