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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's HD Position: Q1 2026 in Review

Phoenix Financial reduced its Home Depot (HD) stake by 9% in Q1 2026, selling an estimated $962K and leaving 26,584 shares worth $8.74M. The position accounts for 0.08% of the portfolio, ranked #88.

Phoenix Financial first reported a position in HD in Q1 2022 and has held it in 13 quarters since. The position peaked at $13.7M in Q2 2025. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Phoenix Financial held 26,584 shares of Home Depot worth $8.74M as of Q1 2026.
Phoenix Financial sold 2,640 Home Depot shares in Q1 2026, an estimated $962K.
Home Depot made up 0.08% of Phoenix Financial's portfolio in Q1 2026, its #88 holding.
Phoenix Financial first reported a position in Home Depot in Q1 2022 and has held it in 13 quarters since.
Phoenix Financial's Home Depot position peaked at $13.7M in Q2 2025.
4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.