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Monte Financial Group’s Home Depot HD Stock Holding History

Monte Financial 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 		$8.43M Buy
25,399
+6,013
+31% +$1.96M 2.7% 4
2026
Q1 		$6.38M Buy
19,386
+76
+0.4% +$27.7K 2.26% 13
2025
Q4 		$6.64M Buy
19,310
+139
+0.7% +$50.9K 2.48% 5
2025
Q3 		$7.77M Buy
19,171
+209
+1% +$82.2K 2.86% 4
2025
Q2 		$6.95M Buy
18,962
+77
+0.4% +$27.9K 2.7% 5
2025
Q1 		$6.71M Buy
18,885
+567
+3% +$221K 2.93% 5
2024
Q4 		$7.13M Sell
18,318
-268
-1% -$109K 3.05% 4
2024
Q3 		$7.53M Buy
18,586
+228
+1% +$83.2K 3.12% 3
2024
Q2 		$6.32M Sell
18,358
-62
-0.3% -$21.1K 2.79% 5
2024
Q1 		$7.07M Sell
18,420
-1,396
-7% -$510K 3.1% 4
2023
Q4 		$6.87M Buy
19,816
+141
+0.7% +$43.7K 3.2% 3
2023
Q3 		$5.94M Sell
19,675
-332
-2% -$107K 3.01% 5
2023
Q2 		$6.21M Buy
20,007
+802
+4% +$237K 3.03% 5
2023
Q1 		$5.67M Buy
19,205
+1,081
+6% +$331K 3% 4
2022
Q4 		$5.72M Buy
18,124
+298
+2% +$90.8K 2.95% 7
2022
Q3 		$4.92M Buy
17,826
+940
+6% +$277K 3.01% 9
2022
Q2 		$4.63M Buy
16,886
+4,910
+41% +$1.45M 2.7% 14
2022
Q1 		$3.58M Buy
11,976
+848
+8% +$294K 1.91% 28
2021
Q4 		$4.62M Sell
11,128
-152
-1% -$57.9K 2.43% 21
2021
Q3 		$3.7M Buy
11,280
+139
+1% +$45.6K 2.12% 27
2021
Q2 		$3.55M Buy
11,141
+942
+9% +$300K 2.03% 29
2021
Q1 		$3.11M Sell
10,199
-132
-1% -$36.4K 1.91% 29
2020
Q4 		$2.74M Buy
10,331
+966
+10% +$266K 1.87% 32
2020
Q3 		$2.6M Sell
9,365
-457
-5% -$124K 1.97% 32
2020
Q2 		$2.46M Buy
9,822
+538
+6% +$123K 1.95% 29
2020
Q1 		$1.73M Buy
+9,284
New +$2.04M 1.68% 30

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 $3.38T AUM 44.17% 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

Monte Financial Group's HD Position: Q2 2026 in Review

Monte Financial Group increased its Home Depot (HD) stake by 31% in Q2 2026, buying an estimated $1.96M and bringing the position to 25,399 shares worth $8.43M. The position accounts for 2.7% of the portfolio, ranked #4.

Monte Financial Group first reported a position in HD in Q1 2020 and has held it in 26 quarters since. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Monte Financial Group held 25,399 shares of Home Depot worth $8.43M as of Q2 2026.
  • Monte Financial Group bought 6,013 Home Depot shares in Q2 2026, an estimated $1.96M.
  • Home Depot made up 2.7% of Monte Financial Group's portfolio in Q2 2026, its #4 holding.
  • Monte Financial Group first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.