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 Q2	$255K	Hold	722	–	–	0.16%	102
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sound Financial Strategies Group's HD Position: Q2 2026 in Review

Sound Financial Strategies Group held its Home Depot (HD) position steady in Q2 2026 at 722 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #102.

Sound Financial Strategies Group first reported a position in HD in Q4 2020 and has held it in 8 quarters since. The position peaked at $798K in Q4 2021. 4,122 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Sound Financial Strategies Group held 722 shares of Home Depot worth $255K as of Q2 2026.
Sound Financial Strategies Group left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.16% of Sound Financial Strategies Group's portfolio in Q2 2026, its #102 holding.
Sound Financial Strategies Group first reported a position in Home Depot in Q4 2020 and has held it in 8 quarters since.
Sound Financial Strategies Group's Home Depot position peaked at $798K in Q4 2021.
4,122 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.