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Stewardship Concepts Financial Services’s Home Depot HD Stock Holding History

Stewardship Concepts Financial Services’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 		$243K Sell
688
-16
-2% -$5.21K 0.16% 61
2026
Q1 		$231K Buy
704
+31
+5% +$11.3K 0.18% 56
2025
Q4 		$232K Buy
+673
New +$247K 0.2% 48

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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

Stewardship Concepts Financial Services's HD Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its Home Depot (HD) stake by 2.3% in Q2 2026, selling an estimated $5.21K and leaving 688 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #61.

Stewardship Concepts Financial Services first reported a position in HD in Q4 2025 and has held it in 3 quarters since. 4,079 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Stewardship Concepts Financial Services held 688 shares of Home Depot worth $243K as of Q2 2026.
  • Stewardship Concepts Financial Services sold 16 Home Depot shares in Q2 2026, an estimated $5.21K.
  • Home Depot made up 0.16% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #61 holding.
  • Stewardship Concepts Financial Services first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • 4,079 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.