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Sound Financial Strategies Group’s Home Depot HD Stock Holding History

Sound Financial Strategies 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
Q1 		$237K Hold
722
– – 0.16% 103
2025
Q4 		$248K Buy
+722
New +$264K 0.18% 103
2022
Q1 		– Sell
-1,924
Closed -$798K – 83
2021
Q4 		$798K Sell
1,924
-128
-6% -$48.7K 0.4% 26
2021
Q3 		$674K Buy
2,052
+68
+3% +$22.3K 0.34% 33
2021
Q2 		$633K Sell
1,984
-195
-9% -$62K 0.32% 36
2021
Q1 		$665K Sell
2,179
-17
-0.8% -$4.69K 0.34% 20
2020
Q4 		$583K Buy
+2,196
New +$604K 0.32% 57

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

Sound Financial Strategies Group's HD Position: Q1 2026 in Review

Sound Financial Strategies Group held its Home Depot (HD) position steady in Q1 2026 at 722 shares worth $237K. The position accounts for 0.16% of the portfolio, ranked #103.

Sound Financial Strategies Group first reported a position in HD in Q4 2020 and has held it in 7 quarters since. The position peaked at $798K in Q4 2021. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sound Financial Strategies Group held 722 shares of Home Depot worth $237K as of Q1 2026.
  • Sound Financial Strategies Group left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.16% of Sound Financial Strategies Group's portfolio in Q1 2026, its #103 holding.
  • Sound Financial Strategies Group first reported a position in Home Depot in Q4 2020 and has held it in 7 quarters since.
  • Sound Financial Strategies Group's Home Depot position peaked at $798K in Q4 2021.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.