SFG
HD icon

Somnio Financial Group’s Home Depot HD Stock Holding History

Somnio 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 		$258K Hold
731
– – 0.15% 13
2026
Q1 		$240K Sell
731
-19
-3% -$6.92K 0.16% 13
2025
Q4 		$258K Buy
750
+19
+3% +$6.96K 0.17% 13
2025
Q3 		$296K Hold
731
– – 0.2% 13
2025
Q2 		$268K Buy
+731
New +$265K 0.19% 13
2024
Q4 		$284K Hold
731
– – 0.23% 14
2024
Q3 		$296K Hold
731
– – 0.24% 13
2024
Q2 		$252K Buy
+731
New +$249K 0.22% 14

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

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

Somnio Financial Group held its Home Depot (HD) position steady in Q2 2026 at 731 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #13.

Somnio Financial Group first reported a position in HD in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Somnio Financial Group held 731 shares of Home Depot worth $258K as of Q2 2026.
  • Somnio Financial Group left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.15% of Somnio Financial Group's portfolio in Q2 2026, its #13 holding.
  • Somnio Financial Group first reported a position in Home Depot in Q2 2024 and has held it in 8 quarters since.
  • Somnio Financial Group's Home Depot position peaked at $296K in Q3 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Somnio Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.