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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's HD Position: Q1 2026 in Review

Root Financial Partners reduced its Home Depot (HD) stake by 17% in Q1 2026, selling an estimated $711K and leaving 9,735 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #48.

Root Financial Partners first reported a position in HD in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.42M in Q2 2025. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Root Financial Partners held 9,735 shares of Home Depot worth $3.2M as of Q1 2026.
  • Root Financial Partners sold 1,951 Home Depot shares in Q1 2026, an estimated $711K.
  • Home Depot made up 0.15% of Root Financial Partners's portfolio in Q1 2026, its #48 holding.
  • Root Financial Partners first reported a position in Home Depot in Q1 2024 and has held it in 9 quarters since.
  • Root Financial Partners's Home Depot position peaked at $5.42M in Q2 2025.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.