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Stonebridge Financial Planning Group’s Home Depot HD Stock Holding History

Stonebridge Financial Planning Group’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 		$721K Sell
2,044
-24
-1% -$7.81K 0.23% 111
2026
Q1 		$680K Sell
2,068
-78
-4% -$28.4K 0.25% 101
2025
Q4 		$738K Sell
2,146
-21
-1% -$7.69K 0.27% 101
2025
Q3 		$878K Sell
2,167
-35
-2% -$13.8K 0.33% 88
2025
Q2 		$807K Buy
2,202
+3
+0.1% +$1.09K 0.34% 87
2025
Q1 		$806K Buy
2,199
+63
+3% +$24.6K 0.37% 78
2024
Q4 		$831K Buy
2,136
+56
+3% +$22.9K 0.37% 75
2024
Q3 		$843K Buy
2,080
+22
+1% +$8.02K 0.4% 69
2024
Q2 		$708K Buy
2,058
+54
+3% +$18.4K 0.36% 79
2024
Q1 		$769K Buy
2,004
+7
+0.4% +$2.56K 0.41% 73
2023
Q4 		$692K Sell
1,997
-27
-1% -$8.36K 0.4% 70
2023
Q3 		$612K Sell
2,024
-4
-0.2% -$1.29K 0.39% 66
2023
Q2 		$630K Hold
2,028
– – 0.38% 68
2023
Q1 		$599K Hold
2,028
– – 0.39% 70
2022
Q4 		$641K Hold
2,028
– – 0.43% 69
2022
Q3 		$560K Hold
2,028
– – 0.39% 71
2022
Q2 		$556K Sell
2,028
-75
-4% -$22.1K 0.38% 63
2022
Q1 		$629K Hold
2,103
– – 0.35% 60
2021
Q4 		$771K Hold
2,103
– – 0.4% 54
2021
Q3 		$776K Buy
2,103
+30
+1% +$9.85K 0.38% 58
2021
Q2 		$667K Buy
2,073
+1,379
+199% +$439K 0.35% 62
2021
Q1 		$223K Sell
694
-60
-8% -$16.5K 0.13% 105
2020
Q4 		$200K Buy
754
+45
+6% +$12.4K 0.13% 101
2020
Q3 		$204K Buy
709
+60
+9% +$16.3K 0.15% 90
2020
Q2 		$161K Buy
649
+24
+4% +$5.49K 0.14% 100
2020
Q1 		$122K Buy
625
+390
+166% +$85.6K 0.12% 110
2019
Q4 		$51K Buy
+235
New +$53.2K 0.05% 172

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

Stonebridge Financial Planning Group's HD Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Home Depot (HD) stake by 1.2% in Q2 2026, selling an estimated $7.81K and leaving 2,044 shares worth $721K. The position accounts for 0.23% of the portfolio, ranked #111.

Stonebridge Financial Planning Group first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $878K in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,044 shares of Home Depot worth $721K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 24 Home Depot shares in Q2 2026, an estimated $7.81K.
  • Home Depot made up 0.23% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #111 holding.
  • Stonebridge Financial Planning Group first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Home Depot position peaked at $878K in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.