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Sun Financial’s Home Depot HD Stock Holding History

Sun Financial’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 		$621K Sell
2,041
-29
-1% -$10.6K 0.31% 82
2025
Q4 		$712K Buy
+2,070
New +$758K 0.4% 73

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's HD Position: Q1 2026 in Review

Sun Financial reduced its Home Depot (HD) stake by 1.4% in Q1 2026, selling an estimated $10.6K and leaving 2,041 shares worth $621K. The position accounts for 0.31% of the portfolio, ranked #82.

Sun Financial first reported a position in HD in Q4 2025 and has held it in 2 quarters since. The position peaked at $712K in Q4 2025. 4,126 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sun Financial held 2,041 shares of Home Depot worth $621K as of Q1 2026.
  • Sun Financial sold 29 Home Depot shares in Q1 2026, an estimated $10.6K.
  • Home Depot made up 0.31% of Sun Financial's portfolio in Q1 2026, its #82 holding.
  • Sun Financial first reported a position in Home Depot in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Home Depot position peaked at $712K in Q4 2025.
  • 4,126 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.