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Strategic Financial Concepts’s Home Depot HD Stock Holding History

Strategic Financial Concepts’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 		$289K Sell
821
-731
-47% -$238K 0.09% 183
2026
Q1 		$510K Buy
1,552
+371
+31% +$135K 0.13% 157
2025
Q4 		$406K Sell
1,181
-404
-25% -$148K 0.37% 72
2025
Q3 		$642K Sell
1,585
-254
-14% -$99.9K 0.09% 114
2025
Q2 		$674K Sell
1,839
-438
-19% -$158K 0.09% 114
2025
Q1 		$835K Sell
2,277
-147
-6% -$57.3K 0.16% 135
2024
Q4 		$943K Buy
2,424
+1,129
+87% +$461K 0.18% 125
2024
Q3 		$525K Sell
1,295
-382,422
-100% -$139M 0.17% 113
2024
Q2 		$494K Buy
383,717
+381,507
+17,263% +$130M 0.29% 76
2024
Q1 		$848K Buy
2,210
+805
+57% +$294K 0.2% 117
2023
Q4 		$487K Sell
1,405
-450
-24% -$139K 0.29% 81
2023
Q3 		$560K Buy
1,855
+5
+0.3% +$1.61K 0.19% 130
2023
Q2 		$575K Buy
1,850
+12
+0.7% +$3.54K 0.21% 108
2023
Q1 		$543K Buy
+1,838
New +$564K 0.22% 103

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

Strategic Financial Concepts's HD Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Home Depot (HD) stake by 47% in Q2 2026, selling an estimated $238K and leaving 821 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #183.

Strategic Financial Concepts first reported a position in HD in Q1 2023 and has held it in 14 quarters since. The position peaked at $943K in Q4 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Strategic Financial Concepts held 821 shares of Home Depot worth $289K as of Q2 2026.
  • Strategic Financial Concepts sold 731 Home Depot shares in Q2 2026, an estimated $238K.
  • Home Depot made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #183 holding.
  • Strategic Financial Concepts first reported a position in Home Depot in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Home Depot position peaked at $943K in Q4 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.