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Root Financial Partners’s Home Depot HD Stock Holding History

Root Financial Partners’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 		$3.86M Buy
10,936
+1,201
+12% +$391K 0.15% 47
2026
Q1 		$3.2M Sell
9,735
-1,951
-17% -$711K 0.15% 48
2025
Q4 		$4.02M Sell
11,686
-447
-4% -$164K 0.21% 39
2025
Q3 		$4.92M Sell
12,133
-2,645
-18% -$1.04M 0.3% 32
2025
Q2 		$5.42M Buy
14,778
+1,257
+9% +$455K 0.52% 29
2025
Q1 		$4.96M Buy
13,521
+11,261
+498% +$4.39M 0.53% 27
2024
Q4 		$879K Buy
2,260
+590
+35% +$241K 0.11% 71
2024
Q3 		$677K Buy
1,670
+1,042
+166% +$380K 0.11% 71
2024
Q2 		$216K Sell
628
-219
-26% -$74.7K 0.05% 108
2024
Q1 		$325K Buy
+847
New +$309K 0.1% 73

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

Root Financial Partners's HD Position: Q2 2026 in Review

Root Financial Partners increased its Home Depot (HD) stake by 12% in Q2 2026, buying an estimated $391K and bringing the position to 10,936 shares worth $3.86M. The position accounts for 0.15% of the portfolio, ranked #47.

Root Financial Partners first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.42M in Q2 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Root Financial Partners held 10,936 shares of Home Depot worth $3.86M as of Q2 2026.
  • Root Financial Partners bought 1,201 Home Depot shares in Q2 2026, an estimated $391K.
  • Home Depot made up 0.15% of Root Financial Partners's portfolio in Q2 2026, its #47 holding.
  • Root Financial Partners first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Home Depot position peaked at $5.42M in Q2 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.