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Stegner Investment Associates’s Home Depot HD Stock Holding History

Stegner Investment Associates’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 		$224K Hold
636
– – 0.11% 29
2026
Q1 		$209K Hold
636
– – 0.11% 29
2025
Q4 		$219K Sell
636
-105
-14% -$38.5K 0.12% 28
2025
Q3 		$300K Buy
741
+75
+11% +$29.5K 0.16% 26
2025
Q2 		$244K Hold
666
– – 0.15% 23
2025
Q1 		$244K Hold
666
– – 0.17% 25
2024
Q4 		$259K Buy
666
+30
+5% +$12.3K 0.17% 24
2024
Q3 		$258K Sell
636
-19
-3% -$6.93K 0.18% 22
2024
Q2 		$225K Buy
655
+19
+3% +$6.48K 0.16% 23
2024
Q1 		$244K Buy
+636
New +$232K 0.18% 21

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

Stegner Investment Associates's HD Position: Q2 2026 in Review

Stegner Investment Associates held its Home Depot (HD) position steady in Q2 2026 at 636 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #29.

Stegner Investment Associates first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $300K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Stegner Investment Associates held 636 shares of Home Depot worth $224K as of Q2 2026.
  • Stegner Investment Associates left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.11% of Stegner Investment Associates's portfolio in Q2 2026, its #29 holding.
  • Stegner Investment Associates first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Stegner Investment Associates's Home Depot position peaked at $300K in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.