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Safeguard Investment Advisory Group’s Home Depot HD Stock Holding History

Safeguard Investment Advisory 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 		$779K Buy
2,210
+515
+30% +$168K 0.18% 61
2026
Q1 		$558K Sell
1,695
-52
-3% -$18.9K 0.15% 65
2025
Q4 		$601K Sell
1,747
-510
-23% -$187K 0.15% 63
2025
Q3 		$915K Sell
2,257
-182
-7% -$71.6K 0.23% 48
2025
Q2 		$894K Sell
2,439
-300
-11% -$109K 0.22% 52
2025
Q1 		$1.01M Buy
2,739
+572
+26% +$223K 0.27% 40
2024
Q4 		$843K Buy
2,167
+38
+2% +$15.5K 0.23% 43
2024
Q3 		$862K Buy
2,129
+536
+34% +$196K 0.25% 41
2024
Q2 		$548K Buy
1,593
+73
+5% +$24.9K 0.17% 52
2024
Q1 		$583K Sell
1,520
-68
-4% -$24.8K 0.2% 50
2023
Q4 		$550K Buy
1,588
+13
+0.8% +$4.03K 0.21% 51
2023
Q3 		$476K Sell
1,575
-64
-4% -$20.6K 0.21% 52
2023
Q2 		$509K Sell
1,639
-96
-6% -$28.4K 0.22% 50
2023
Q1 		$512K Sell
1,735
-125
-7% -$38.3K 0.25% 49
2022
Q4 		$587K Buy
1,860
+21
+1% +$6.4K 0.36% 44
2022
Q3 		$507K Buy
1,839
+171
+10% +$50.5K 0.35% 45
2022
Q2 		$499K Hold
1,668
– – 0.31% 52
2022
Q1 		$499K Sell
1,668
-101
-6% -$35K 0.34% 46
2021
Q4 		$734K Sell
1,769
-81
-4% -$30.8K 0.43% 41
2021
Q3 		$607K Sell
1,850
-48
-3% -$15.8K 0.39% 42
2021
Q2 		$605K Sell
1,898
-123
-6% -$39.1K 0.43% 43
2021
Q1 		$616K Buy
2,021
+123
+6% +$33.9K 0.55% 34
2020
Q4 		$504K Buy
+1,898
New +$522K 0.45% 38

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

Safeguard Investment Advisory Group's HD Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Home Depot (HD) stake by 30% in Q2 2026, buying an estimated $168K and bringing the position to 2,210 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #61.

Safeguard Investment Advisory Group first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,210 shares of Home Depot worth $779K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 515 Home Depot shares in Q2 2026, an estimated $168K.
  • Home Depot made up 0.18% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #61 holding.
  • Safeguard Investment Advisory Group first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Home Depot position peaked at $1.01M in Q1 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.