SS&H Financial Advisors’s Home Depot HD Stock Holding History

SS&H Financial Advisors’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	$351K	Buy	+995	New	+$324K	0.09%	106
2025 Q4	$342K	Hold	995	–	–	0.1%	108
2025 Q3	$403K	Hold	995	–	–	0.12%	103
2025 Q2	$365K	Hold	995	–	–	0.12%	101
2025 Q1	$365K	Hold	995	–	–	0.14%	102
2024 Q4	$388K	Hold	995	–	–	0.14%	102
2024 Q3	$403K	Buy	995 +242	+32%	+$88.3K	0.15%	103
2024 Q2	$259K	Hold	753	–	–	0.1%	117
2024 Q1	$288K	Hold	753	–	–	0.12%	106
2023 Q4	$261K	Buy	+753	New	+$233K	0.11%	112

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 $3.37T AUM 44.26% 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

SS&H Financial Advisors's HD Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Home Depot (HD) in Q2 2026: 995 shares worth $351K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in HD as recently as Q4 2025.

SS&H Financial Advisors first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $403K in Q3 2025. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

SS&H Financial Advisors held 995 shares of Home Depot worth $351K as of Q2 2026.
Home Depot was a new SS&H Financial Advisors position in Q2 2026.
Home Depot made up 0.09% of SS&H Financial Advisors's portfolio in Q2 2026, its #106 holding.
SS&H Financial Advisors first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
SS&H Financial Advisors's Home Depot position peaked at $403K in Q3 2025.
4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.