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Summit Financial Strategies’s Home Depot HD Stock Holding History

Summit Financial Strategies’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 		$395K Sell
1,119
-72
-6% -$23.4K 0.03% 112
2026
Q1 		$392K Sell
1,191
-112
-9% -$40.8K 0.03% 108
2025
Q4 		$449K Sell
1,303
-17
-1% -$6.23K 0.04% 100
2025
Q3 		$535K Sell
1,320
-29
-2% -$11.4K 0.05% 88
2025
Q2 		$494K Buy
1,349
+29
+2% +$10.5K 0.05% 89
2025
Q1 		$484K Hold
1,320
– – 0.05% 86
2024
Q4 		$513K Hold
1,320
– – 0.06% 80
2024
Q3 		$535K Sell
1,320
-36
-3% -$13.1K 0.06% 77
2024
Q2 		$467K Buy
1,356
+6
+0.4% +$2.05K 0.06% 81
2024
Q1 		$518K Sell
1,350
-14
-1% -$5.12K 0.07% 76
2023
Q4 		$473K Buy
1,364
+7
+0.5% +$2.17K 0.07% 73
2023
Q3 		$410K Sell
1,357
-28
-2% -$9.01K 0.08% 75
2023
Q2 		$430K Buy
1,385
+314
+29% +$92.8K 0.08% 74
2023
Q1 		$316K Buy
1,071
+4
+0.4% +$1.23K 0.06% 91
2022
Q4 		$337K Buy
1,067
+201
+23% +$61.2K 0.07% 84
2022
Q3 		$239K Buy
866
+20
+2% +$5.9K 0.06% 104
2022
Q2 		$232K Buy
846
+2
+0.2% +$590 0.05% 106
2022
Q1 		$253K Sell
844
-5
-0.6% -$1.73K 0.05% 97
2021
Q4 		$352K Sell
849
-143
-14% -$54.4K 0.07% 81
2021
Q3 		$326K Buy
992
+2
+0.2% +$657 0.06% 85
2021
Q2 		$316K Buy
990
+251
+34% +$79.8K 0.06% 87
2021
Q1 		$226K Sell
739
-118
-14% -$32.5K 0.08% 63
2020
Q4 		$228K Buy
+857
New +$236K 0.08% 74

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

Summit Financial Strategies's HD Position: Q2 2026 in Review

Summit Financial Strategies reduced its Home Depot (HD) stake by 6% in Q2 2026, selling an estimated $23.4K and leaving 1,119 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #112.

Summit Financial Strategies first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $535K in Q3 2024. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Summit Financial Strategies held 1,119 shares of Home Depot worth $395K as of Q2 2026.
  • Summit Financial Strategies sold 72 Home Depot shares in Q2 2026, an estimated $23.4K.
  • Home Depot made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #112 holding.
  • Summit Financial Strategies first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Summit Financial Strategies's Home Depot position peaked at $535K in Q3 2024.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.