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Souders Financial Advisors’s Home Depot HD Stock Holding History

Souders Financial Advisors’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
Q1 		$3.7M Sell
11,243
-250
-2% -$91.1K 0.42% 49
2025
Q4 		$3.95M Buy
11,493
+286
+3% +$105K 0.45% 50
2025
Q3 		$4.54M Sell
11,207
-16
-0.1% -$6.29K 0.54% 41
2025
Q2 		$4.11M Sell
11,223
-635
-5% -$230K 0.52% 41
2025
Q1 		$4.35M Sell
11,858
-2,539
-18% -$990K 0.61% 37
2024
Q4 		$5.6M Sell
14,397
-2,830
-16% -$1.16M 0.78% 33
2024
Q3 		$6.98M Buy
17,227
+320
+2% +$117K 0.97% 26
2024
Q2 		$5.82M Buy
16,907
+415
+3% +$142K 0.88% 34
2024
Q1 		$6.33M Buy
16,492
+359
+2% +$131K 1% 27
2023
Q4 		$5.59M Buy
16,133
+3
+0% +$929 0.96% 28
2023
Q3 		$4.87M Buy
16,130
+186
+1% +$59.8K 0.94% 29
2023
Q2 		$4.95M Sell
15,944
-793
-5% -$234K 0.95% 29
2023
Q1 		$4.94M Sell
16,737
-96
-0.6% -$29.4K 1.05% 27
2022
Q4 		$5.32M Buy
16,833
+309
+2% +$94.1K 1.21% 25
2022
Q3 		$4.56M Buy
16,524
+422
+3% +$125K 1.24% 20
2022
Q2 		$4.42M Buy
16,102
+4,184
+35% +$1.24M 1.27% 20
2022
Q1 		$3.57M Buy
11,918
+5,219
+78% +$1.81M 1.03% 28
2021
Q4 		$2.78M Buy
6,699
+1,193
+22% +$454K 0.8% 45
2021
Q3 		$1.81M Buy
5,506
+346
+7% +$114K 0.58% 53
2021
Q2 		$1.65M Sell
5,160
-605
-10% -$192K 0.55% 53
2021
Q1 		$1.76M Sell
5,765
-310
-5% -$85.4K 0.69% 47
2020
Q4 		$1.61M Buy
6,075
+61
+1% +$16.8K 0.7% 43
2020
Q3 		$1.66M Buy
6,014
+606
+11% +$164K 0.78% 42
2020
Q2 		$1.35M Buy
5,408
+1,153
+27% +$264K 0.78% 42
2020
Q1 		$795K Buy
+4,255
New +$934K 0.7% 39

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Souders Financial Advisors's HD Position: Q1 2026 in Review

Souders Financial Advisors reduced its Home Depot (HD) stake by 2.2% in Q1 2026, selling an estimated $91.1K and leaving 11,243 shares worth $3.7M. The position accounts for 0.42% of the portfolio, ranked #49.

Souders Financial Advisors first reported a position in HD in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.98M in Q3 2024. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Souders Financial Advisors held 11,243 shares of Home Depot worth $3.7M as of Q1 2026.
  • Souders Financial Advisors sold 250 Home Depot shares in Q1 2026, an estimated $91.1K.
  • Home Depot made up 0.42% of Souders Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Souders Financial Advisors first reported a position in Home Depot in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Home Depot position peaked at $6.98M in Q3 2024.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.