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Prosperity Financial Group’s Home Depot HD Stock Holding History

Prosperity 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 		$1.3M Sell
3,688
-135
-4% -$43.9K 0.4% 71
2026
Q1 		$1.26M Buy
3,823
+61
+2% +$22.2K 0.46% 63
2025
Q4 		$1.29M Sell
3,762
-324
-8% -$119K 0.47% 58
2025
Q3 		$1.66M Sell
4,086
-8
-0.2% -$3.15K 0.61% 48
2025
Q2 		$1.5M Sell
4,094
-315
-7% -$114K 0.64% 47
2025
Q1 		$1.62M Buy
4,409
+213
+5% +$83K 0.8% 39
2024
Q4 		$1.63M Sell
4,196
-158
-4% -$64.5K 0.81% 36
2024
Q3 		$1.76M Buy
4,354
+1
+0% +$365 0.99% 29
2024
Q2 		$1.5M Sell
4,353
-121
-3% -$41.3K 0.95% 36
2024
Q1 		$1.72M Buy
4,474
+429
+11% +$157K 1.06% 29
2023
Q4 		$1.4M Sell
4,045
-108
-3% -$33.4K 0.97% 25
2023
Q3 		$1.25M Buy
4,153
+108
+3% +$34.7K 1.04% 23
2023
Q2 		$1.26M Sell
4,045
-271
-6% -$80.1K 1.11% 23
2023
Q1 		$1.27M Buy
4,316
+16
+0.4% +$4.91K 1.29% 18
2022
Q4 		$1.36M Buy
+4,300
New +$1.31M 1.47% 13

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

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

Prosperity Financial Group reduced its Home Depot (HD) stake by 3.5% in Q2 2026, selling an estimated $43.9K and leaving 3,688 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #71.

Prosperity Financial Group first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Prosperity Financial Group held 3,688 shares of Home Depot worth $1.3M as of Q2 2026.
  • Prosperity Financial Group sold 135 Home Depot shares in Q2 2026, an estimated $43.9K.
  • Home Depot made up 0.4% of Prosperity Financial Group's portfolio in Q2 2026, its #71 holding.
  • Prosperity Financial Group first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Home Depot position peaked at $1.76M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.