SFG Wealth Management’s Home Depot HD Stock Holding History

SFG Wealth Management’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	$420K	Sell	1,190 -50	-4%	-$16.3K	0.15%	86
2026 Q1	$408K	Hold	1,240	–	–	0.17%	72
2025 Q4	$427K	Sell	1,240 -103	-8%	-$37.7K	0.17%	86
2025 Q3	$544K	Sell	1,343 -85	-6%	-$33.4K	0.24%	73
2025 Q2	$524K	Hold	1,428	–	–	0.32%	45
2025 Q1	$523K	Sell	1,428 -303	-18%	-$118K	0.26%	70
2024 Q4	$673K	Buy	1,731 +3	+0.2%	+$1.23K	0.35%	46
2024 Q3	$700K	Hold	1,728	–	–	0.37%	45
2024 Q2	$595K	Sell	1,728 -1	-0.1%	-$341	0.34%	46
2024 Q1	$663K	Hold	1,729	–	–	0.39%	39
2023 Q4	$599K	Hold	1,729	–	–	0.4%	41
2023 Q3	$522K	Sell	1,729 -4	-0.2%	-$1.29K	0.42%	44
2023 Q2	$538K	Buy	1,733 +426	+33%	+$126K	0.45%	40
2023 Q1	$386K	Sell	1,307 -45	-3%	-$13.8K	0.43%	42
2022 Q4	$427K	Sell	1,352 -8	-0.6%	-$2.44K	0.53%	40
2022 Q3	$375K	Hold	1,360	–	–	0.51%	43
2022 Q2	$373K	Sell	1,360 -120	-8%	-$35.4K	0.43%	51
2022 Q1	$443K	Sell	1,480 -175	-11%	-$60.7K	0.42%	49
2021 Q4	$687K	Buy	+1,655	New	+$630K	0.61%	42

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

SFG Wealth Management's HD Position: Q2 2026 in Review

SFG Wealth Management reduced its Home Depot (HD) stake by 4% in Q2 2026, selling an estimated $16.3K and leaving 1,190 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #86.

SFG Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $700K in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

SFG Wealth Management held 1,190 shares of Home Depot worth $420K as of Q2 2026.
SFG Wealth Management sold 50 Home Depot shares in Q2 2026, an estimated $16.3K.
Home Depot made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #86 holding.
SFG Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's Home Depot position peaked at $700K in Q3 2024.
4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.