SageView Advisory Group’s Home Depot HD Stock Holding History

SageView 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	$6.6M	Sell	18,726 -350	-2%	-$114K	0.22%	58
2026 Q1	$6.27M	Sell	19,076 -2,590	-12%	-$944K	0.23%	53
2025 Q4	$7.46M	Sell	21,666 -4,049	-16%	-$1.48M	0.25%	51
2025 Q3	$10.4M	Buy	25,715 +4,359	+20%	+$1.71M	0.36%	34
2025 Q2	$8.06M	Buy	21,356 +755	+4%	+$273K	0.3%	37
2025 Q1	$7.55M	Buy	20,601 +553	+3%	+$216K	0.32%	37
2024 Q4	$7.8M	Buy	20,048 +3,194	+19%	+$1.3M	0.34%	38
2024 Q3	$6.83M	Sell	16,854 -3,912	-19%	-$1.43M	0.35%	38
2024 Q2	$7.15M	Buy	+20,766	New	+$7.08M	0.33%	39
2024 Q1	–	Sell	-25,312	Closed	-$9.04M	–	608
2023 Q4	$9.04M	Buy	25,312 +5,600	+28%	+$1.73M	0.39%	32
2023 Q3	$5.96M	Buy	19,712 +74	+0.4%	+$23.8K	0.34%	40
2023 Q2	$6.1M	Buy	19,638 +5,295	+37%	+$1.56M	0.34%	42
2023 Q1	$4.23M	Buy	14,343 +4,983	+53%	+$1.53M	0.27%	59
2022 Q4	$2.96M	Buy	+9,360	New	+$2.85M	0.24%	72

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

SageView Advisory Group's HD Position: Q2 2026 in Review

SageView Advisory Group reduced its Home Depot (HD) stake by 1.8% in Q2 2026, selling an estimated $114K and leaving 18,726 shares worth $6.6M. The position accounts for 0.22% of the portfolio, ranked #58.

SageView Advisory Group first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold HD as of Q2 2026.

SageView Advisory Group held 18,726 shares of Home Depot worth $6.6M as of Q2 2026.
SageView Advisory Group sold 350 Home Depot shares in Q2 2026, an estimated $114K.
Home Depot made up 0.22% of SageView Advisory Group's portfolio in Q2 2026, its #58 holding.
SageView Advisory Group first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Home Depot position peaked at $10.4M in Q3 2025.
4,112 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.