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Sound View Wealth Advisors Group’s Home Depot HD Stock Holding History

Sound View Wealth Advisors 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 		$13.1M Buy
37,073
+1,795
+5% +$584K 0.81% 32
2026
Q1 		$11.6M Buy
35,278
+265
+0.8% +$96.6K 0.79% 32
2025
Q4 		$12M Sell
35,013
-250
-0.7% -$91.6K 0.81% 32
2025
Q3 		$14.3M Sell
35,263
-508
-1% -$200K 0.98% 26
2025
Q2 		$13.1M Sell
35,771
-22
-0.1% -$7.96K 0.97% 27
2025
Q1 		$13.1M Buy
35,793
+326
+0.9% +$127K 1.08% 25
2024
Q4 		$13.8M Buy
35,467
+1,469
+4% +$600K 1.11% 25
2024
Q3 		$13.8M Buy
33,998
+3,005
+10% +$1.1M 1.12% 24
2024
Q2 		$10.7M Buy
30,993
+539
+2% +$184K 1.1% 25
2024
Q1 		$11.7M Sell
30,454
-3,527
-10% -$1.29M 1.25% 20
2023
Q4 		$11.8M Buy
33,981
+872
+3% +$270K 1.3% 17
2023
Q3 		$10M Buy
33,109
+1,725
+5% +$555K 1.24% 17
2023
Q2 		$9.75M Sell
31,384
-581
-2% -$172K 1.28% 16
2023
Q1 		$9.43M Sell
31,965
-2,016
-6% -$618K 1.29% 15
2022
Q4 		$11.8M Buy
33,981
+9,636
+40% +$2.94M 1.3% 17
2022
Q3 		$6.72M Sell
24,345
-1,661
-6% -$490K 1.51% 15
2022
Q2 		$7.13M Buy
26,006
+447
+2% +$132K 1.49% 14
2022
Q1 		$7.65M Buy
25,559
+364
+1% +$126K 1.45% 14
2021
Q4 		$10.5M Sell
25,195
-35
-0.1% -$13.3K 1.98% 8
2021
Q3 		$8.28M Sell
25,230
-59
-0.2% -$19.4K 1.73% 12
2021
Q2 		$8.06M Sell
25,289
-2,071
-8% -$659K 1.7% 11
2021
Q1 		$8.35M Sell
27,360
-602
-2% -$166K 1.94% 7
2020
Q4 		$7.43M Sell
27,962
-85
-0.3% -$23.4K 1.81% 10
2020
Q3 		$7.79M Sell
28,047
-608
-2% -$165K 2.05% 8
2020
Q2 		$7.18M Buy
28,655
+367
+1% +$84K 2.02% 7
2020
Q1 		$5.28M Buy
28,288
+450
+2% +$98.8K 1.82% 10
2019
Q4 		$6.08M Sell
27,838
-403
-1% -$91.3K 1.72% 10
2019
Q3 		$6.55M Sell
28,241
-26
-0.1% -$5.68K 1.95% 5
2019
Q2 		$5.88M Buy
+28,267
New +$5.64M 1.74% 8

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

Sound View Wealth Advisors Group's HD Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Home Depot (HD) stake by 5.1% in Q2 2026, buying an estimated $584K and bringing the position to 37,073 shares worth $13.1M. The position accounts for 0.81% of the portfolio, ranked #32.

Sound View Wealth Advisors Group first reported a position in HD in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.3M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sound View Wealth Advisors Group held 37,073 shares of Home Depot worth $13.1M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,795 Home Depot shares in Q2 2026, an estimated $584K.
  • Home Depot made up 0.81% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #32 holding.
  • Sound View Wealth Advisors Group first reported a position in Home Depot in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Home Depot position peaked at $14.3M in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.