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Shum Financial Group’s Home Depot HD Stock Holding History

Shum Financial 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 		$2.08M Sell
5,893
-277
-4% -$90.1K 1.25% 25
2026
Q1 		$2.03M Sell
6,170
-76
-1% -$27.7K 1.43% 22
2025
Q4 		$2.15M Sell
6,246
-22
-0.4% -$8.06K 1.55% 22
2025
Q3 		$2.54M Buy
+6,268
New +$2.46M 1.9% 15
2025
Q1 		$1.95M Buy
5,333
+24
+0.5% +$9.35K 1.69% 19
2024
Q4 		$2.07M Sell
5,309
-495
-9% -$202K 1.78% 18
2024
Q3 		$2.32M Buy
+5,804
New +$2.12M 1.94% 15

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Shum Financial Group's HD Position: Q2 2026 in Review

Shum Financial Group reduced its Home Depot (HD) stake by 4.5% in Q2 2026, selling an estimated $90.1K and leaving 5,893 shares worth $2.08M. The position accounts for 1.25% of the portfolio, ranked #25.

Shum Financial Group first reported a position in HD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q3 2025. 2,590 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Shum Financial Group held 5,893 shares of Home Depot worth $2.08M as of Q2 2026.
  • Shum Financial Group sold 277 Home Depot shares in Q2 2026, an estimated $90.1K.
  • Home Depot made up 1.25% of Shum Financial Group's portfolio in Q2 2026, its #25 holding.
  • Shum Financial Group first reported a position in Home Depot in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Home Depot position peaked at $2.54M in Q3 2025.
  • 2,590 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.