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Stiles Financial Services’s Home Depot HD Stock Holding History

Stiles 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
Q1 		$3.97M Buy
12,086
+629
+5% +$229K 1.21% 17
2025
Q4 		$3.94M Buy
11,457
+533
+5% +$195K 1.21% 17
2025
Q3 		$4.43M Buy
10,924
+491
+5% +$193K 1.4% 13
2025
Q2 		$3.83M Buy
10,433
+921
+10% +$333K 1.32% 12
2025
Q1 		$3.49M Buy
9,512
+566
+6% +$221K 1.34% 17
2024
Q4 		$3.48M Buy
8,946
+220
+3% +$89.9K 1.26% 15
2024
Q3 		$3.54M Buy
8,726
+296
+4% +$108K 1.25% 20
2024
Q2 		$2.9M Buy
8,430
+157
+2% +$53.6K 1.12% 21
2024
Q1 		$3.18M Buy
8,273
+258
+3% +$94.3K 1.27% 17
2023
Q4 		$2.78M Buy
8,015
+1,005
+14% +$311K 1.26% 22
2023
Q3 		$2.12M Buy
7,010
+621
+10% +$200K 1.1% 25
2023
Q2 		$1.98M Sell
6,389
-229
-3% -$67.6K 0.99% 26
2023
Q1 		$1.95M Sell
6,618
-111
-2% -$34K 1.05% 25
2022
Q4 		$2.13M Sell
6,729
-374
-5% -$114K 1.22% 23
2022
Q3 		$1.96M Sell
7,103
-66
-0.9% -$19.5K 1.19% 24
2022
Q2 		$1.97M Buy
7,169
+191
+3% +$56.4K 1.18% 25
2022
Q1 		$2.11M Buy
6,978
+561
+9% +$195K 1.06% 25
2021
Q4 		$2.66M Buy
+6,417
New +$2.44M 1.28% 19

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stiles Financial Services's HD Position: Q1 2026 in Review

Stiles Financial Services increased its Home Depot (HD) stake by 5.5% in Q1 2026, buying an estimated $229K and bringing the position to 12,086 shares worth $3.97M. The position accounts for 1.21% of the portfolio, ranked #17.

Stiles Financial Services first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.43M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Stiles Financial Services held 12,086 shares of Home Depot worth $3.97M as of Q1 2026.
  • Stiles Financial Services bought 629 Home Depot shares in Q1 2026, an estimated $229K.
  • Home Depot made up 1.21% of Stiles Financial Services's portfolio in Q1 2026, its #17 holding.
  • Stiles Financial Services first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Home Depot position peaked at $4.43M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.