Novak & Powell Financial Services’s Home Depot HD Stock Holding History

Novak & Powell Financial Services’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 Q1	$209K	Buy	635 +21	+3%	+$7.65K	0.11%	155
2025 Q4	$211K	Buy	614 +1	+0.2%	+$366	0.11%	153
2025 Q3	$248K	Hold	613	–	–	0.13%	139
2025 Q2	$225K	Hold	613	–	–	0.16%	132
2025 Q1	$225K	Buy	613 +1	+0.2%	+$390	0.14%	139
2024 Q4	$238K	Hold	612	–	–	0.14%	126
2024 Q3	$248K	Sell	612 -80	-12%	-$29.2K	0.14%	134
2024 Q2	$238K	Buy	692 +1	+0.1%	+$341	0.15%	125
2024 Q1	$265K	Sell	691 -251	-27%	-$91.7K	0.2%	108
2023 Q4	$326K	Buy	+942	New	+$292K	0.22%	98

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Novak & Powell Financial Services's HD Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Home Depot (HD) stake by 3.4% in Q1 2026, buying an estimated $7.65K and bringing the position to 635 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #155.

Novak & Powell Financial Services first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $326K in Q4 2023. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Novak & Powell Financial Services held 635 shares of Home Depot worth $209K as of Q1 2026.
Novak & Powell Financial Services bought 21 Home Depot shares in Q1 2026, an estimated $7.65K.
Home Depot made up 0.11% of Novak & Powell Financial Services's portfolio in Q1 2026, its #155 holding.
Novak & Powell Financial Services first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Home Depot position peaked at $326K in Q4 2023.
4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.