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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
Q2 		$1.17M Sell
3,310
-211
-6% -$68.6K 0.18% 98
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 $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

Sovereign Financial Group's HD Position: Q2 2026 in Review

Sovereign Financial Group reduced its Home Depot (HD) stake by 6% in Q2 2026, selling an estimated $68.6K and leaving 3,310 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #98.

Sovereign Financial Group first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Sovereign Financial Group held 3,310 shares of Home Depot worth $1.17M as of Q2 2026.
  • Sovereign Financial Group sold 211 Home Depot shares in Q2 2026, an estimated $68.6K.
  • Home Depot made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #98 holding.
  • Sovereign Financial Group first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Home Depot position peaked at $1.41M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.