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Sovereign Financial Group’s Home Depot HD Stock Holding History

Sovereign 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
Q1 		$1.16M Sell
3,521
-13
-0.4% -$4.74K 0.2% 90
2025
Q4 		$1.22M Buy
3,534
+138
+4% +$50.5K 0.21% 85
2025
Q3 		$1.38M Buy
3,396
+2
+0.1% +$786 0.26% 72
2025
Q2 		$1.24M Buy
3,394
+5
+0.1% +$1.81K 0.26% 73
2025
Q1 		$1.24M Sell
3,389
-115
-3% -$44.8K 0.29% 68
2024
Q4 		$1.36M Buy
3,504
+14
+0.4% +$5.72K 0.31% 63
2024
Q3 		$1.41M Sell
3,490
-10
-0.3% -$3.65K 0.33% 60
2024
Q2 		$1.2M Buy
3,500
+315
+10% +$107K 0.3% 65
2024
Q1 		$1.22M Buy
3,185
+179
+6% +$65.4K 0.32% 61
2023
Q4 		$1.04M Buy
3,006
+177
+6% +$54.8K 0.32% 67
2023
Q3 		$855K Sell
2,829
-1,468
-34% -$472K 0.3% 69
2023
Q2 		$1.33M Buy
4,297
+361
+9% +$107K 0.44% 56
2023
Q1 		$1.16M Buy
3,936
+6
+0.2% +$1.84K 0.43% 59
2022
Q4 		$1.24M Buy
3,930
+277
+8% +$84.4K 0.49% 56
2022
Q3 		$1.01M Buy
3,653
+32
+0.9% +$9.45K 0.41% 57
2022
Q2 		$993K Sell
3,621
-41
-1% -$12.1K 0.39% 64
2022
Q1 		$1.1M Buy
3,662
+1,290
+54% +$447K 0.41% 68
2021
Q4 		$984K Buy
2,372
+586
+33% +$223K 0.4% 68
2021
Q3 		$586K Sell
1,786
-410
-19% -$135K 0.34% 78
2021
Q2 		$670K Hold
2,196
– – 0.41% 58
2021
Q1 		$670K Buy
2,196
+603
+38% +$166K 0.42% 56
2020
Q4 		$423K Buy
+1,593
New +$438K 0.3% 71

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

Sovereign Financial Group's HD Position: Q1 2026 in Review

Sovereign Financial Group reduced its Home Depot (HD) stake by 0.37% in Q1 2026, selling an estimated $4.74K and leaving 3,521 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #90.

Sovereign Financial Group first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sovereign Financial Group held 3,521 shares of Home Depot worth $1.16M as of Q1 2026.
  • Sovereign Financial Group sold 13 Home Depot shares in Q1 2026, an estimated $4.74K.
  • Home Depot made up 0.2% of Sovereign Financial Group's portfolio in Q1 2026, its #90 holding.
  • Sovereign Financial Group first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's Home Depot position peaked at $1.41M in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.