Stephenson & Company’s Home Depot HD Stock Holding History

Stephenson & Company’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	$325K	Buy	921 +54	+6%	+$17.6K	0.15%	31
2026 Q1	$285K	Hold	867	–	–	0.15%	30
2025 Q4	$298K	Hold	867	–	–	0.16%	31
2025 Q3	$351K	Sell	867 -8	-0.9%	-$3.15K	0.2%	26
2025 Q2	$321K	Buy	875 +29	+3%	+$10.5K	0.19%	27
2025 Q1	$310K	Buy	846 +7	+0.8%	+$2.73K	0.2%	24
2024 Q4	$326K	Hold	839	–	–	0.22%	23
2024 Q3	$340K	Hold	839	–	–	0.23%	24
2024 Q2	$289K	Hold	839	–	–	0.21%	28
2024 Q1	$322K	Sell	839 -3	-0.4%	-$1.1K	0.24%	23
2023 Q4	$292K	Buy	+842	New	+$261K	0.24%	25

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

Stephenson & Company's HD Position: Q2 2026 in Review

Stephenson & Company increased its Home Depot (HD) stake by 6.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 921 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #31.

Stephenson & Company first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $351K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Stephenson & Company held 921 shares of Home Depot worth $325K as of Q2 2026.
Stephenson & Company bought 54 Home Depot shares in Q2 2026, an estimated $17.6K.
Home Depot made up 0.15% of Stephenson & Company's portfolio in Q2 2026, its #31 holding.
Stephenson & Company first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Stephenson & Company's Home Depot position peaked at $351K in Q3 2025.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.