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Phoenix Financial’s Home Depot HD Stock Holding History

Phoenix 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 		$6.1M Sell
17,302
-9,282
-35% -$3.02M 0.04% 127
2026
Q1 		$8.74M Sell
26,584
-2,640
-9% -$962K 0.08% 88
2025
Q4 		$9.47M Sell
29,224
-2,681
-8% -$982K 0.1% 84
2025
Q3 		$12.9M Sell
31,905
-5,612
-15% -$2.21M 0.16% 72
2025
Q2 		$13.7M Buy
37,517
+6,598
+21% +$2.39M 0.18% 70
2025
Q1 		$11.3M Sell
30,919
-1,121
-3% -$437K 0.17% 87
2024
Q4 		$12.5M Buy
32,040
+12,342
+63% +$5.04M 0.17% 82
2024
Q3 		$7.99M Buy
19,698
+12,704
+182% +$4.63M 0.12% 103
2024
Q2 		$2.39M Buy
6,994
+544
+8% +$186K 0.04% 173
2024
Q1 		$2.47M Buy
6,450
+4,318
+203% +$1.58M 0.03% 176
2023
Q4 		$843K Buy
+2,132
New +$660K 0.01% 219
2022
Q4 		– Sell
-5,505
Closed -$1.55M – 309
2022
Q3 		$1.55M Sell
5,505
-638
-10% -$188K 0.03% 167
2022
Q2 		$1.7M Buy
6,143
+980
+19% +$289K 0.03% 184
2022
Q1 		$1.55M Buy
+5,163
New +$1.79M 0.03% 219

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

Phoenix Financial's HD Position: Q2 2026 in Review

Phoenix Financial reduced its Home Depot (HD) stake by 35% in Q2 2026, selling an estimated $3.02M and leaving 17,302 shares worth $6.1M. The position accounts for 0.04% of the portfolio, ranked #127.

Phoenix Financial first reported a position in HD in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q2 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Phoenix Financial held 17,302 shares of Home Depot worth $6.1M as of Q2 2026.
  • Phoenix Financial sold 9,282 Home Depot shares in Q2 2026, an estimated $3.02M.
  • Home Depot made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #127 holding.
  • Phoenix Financial first reported a position in Home Depot in Q1 2022 and has held it in 14 quarters since.
  • Phoenix Financial's Home Depot position peaked at $13.7M in Q2 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.