Sage Investment Advisers’s Home Depot HD Stock Holding History

Sage Investment Advisers’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	$707K	Buy	2,006 +575	+40%	+$187K	0.48%	45
2026 Q1	$471K	Buy	1,431 +1	+0.1%	+$364	0.35%	58
2025 Q4	$492K	Buy	+1,430	New	+$524K	0.37%	54
2024 Q3	$562K	Buy	1,388 +123	+10%	+$44.9K	0.59%	41
2024 Q2	$435K	Hold	1,265	–	–	0.49%	44
2024 Q1	$485K	Hold	1,265	–	–	0.56%	40
2023 Q4	$438K	Hold	1,265	–	–	0.53%	40
2023 Q3	$382K	Hold	1,265	–	–	0.52%	40
2023 Q2	$393K	Hold	1,265	–	–	0.53%	40
2023 Q1	$373K	Hold	1,265	–	–	0.5%	42
2022 Q4	$400K	Hold	1,265	–	–	0.57%	42
2022 Q3	$349K	Buy	1,265 +8	+0.6%	+$2.36K	0.55%	43
2022 Q2	$345K	Buy	1,257 +10	+0.8%	+$2.95K	0.54%	45
2022 Q1	$373K	Hold	1,247	–	–	0.49%	50
2021 Q4	$518K	Buy	+1,247	New	+$475K	0.67%	39

Other funds holding HD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sage Investment Advisers's HD Position: Q2 2026 in Review

Sage Investment Advisers increased its Home Depot (HD) stake by 40% in Q2 2026, buying an estimated $187K and bringing the position to 2,006 shares worth $707K. The position accounts for 0.48% of the portfolio, ranked #45.

Sage Investment Advisers first reported a position in HD in Q4 2021 and has held it in 15 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Sage Investment Advisers held 2,006 shares of Home Depot worth $707K as of Q2 2026.
Sage Investment Advisers bought 575 Home Depot shares in Q2 2026, an estimated $187K.
Home Depot made up 0.48% of Sage Investment Advisers's portfolio in Q2 2026, its #45 holding.
Sage Investment Advisers first reported a position in Home Depot in Q4 2021 and has held it in 15 quarters since.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.