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Sargent Investment Group’s Home Depot HD Stock Holding History

Sargent Investment 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
2019
Q4 		– Sell
-1,200
Closed -$7K – 156
2019
Q3 		$7K Buy
1,200
+600
+100% +$131K ﹤0.01% 138
2019
Q2 		$17K Sell
600
-700
-54% -$140K 0.01% 142
2019
Q1 		$10K Buy
+1,300
New +$238K ﹤0.01% 133

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

Sargent Investment Group's HD Position: Q2 2026 in Review

Sargent Investment Group reduced its Home Depot (HD) stake by 0.07% in Q2 2026, selling an estimated $2.6K and leaving 10,899 shares worth $3.84M. The position accounts for 0.46% of the portfolio, ranked #51.

Sargent Investment Group first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.08M in Q3 2025. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sargent Investment Group held 10,899 shares of Home Depot worth $3.84M as of Q2 2026.
  • Sargent Investment Group sold 8 Home Depot shares in Q2 2026, an estimated $2.6K.
  • Home Depot made up 0.46% of Sargent Investment Group's portfolio in Q2 2026, its #51 holding.
  • Sargent Investment Group first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Sargent Investment Group's Home Depot position peaked at $4.08M in Q3 2025.
  • 4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.