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Symphony Financial Services’s Home Depot HD Stock Holding History

Symphony 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
Q2 		$316K Buy
895
+17
+2% +$5.53K 0.14% 79
2026
Q1 		$289K Buy
878
+55
+7% +$20K 0.15% 80
2025
Q4 		$283K Sell
823
-479
-37% -$175K 0.15% 77
2025
Q3 		$528K Buy
1,302
+3
+0.2% +$1.18K 0.28% 52
2025
Q2 		$469K Sell
1,299
-97
-7% -$35.1K 0.28% 48
2025
Q1 		$511K Buy
1,396
+53
+4% +$20.7K 0.33% 42
2024
Q4 		$523K Sell
1,343
-732
-35% -$299K 0.42% 41
2024
Q3 		$542K Buy
2,075
+743
+56% +$271K 0.46% 38
2024
Q2 		$703K Buy
+1,332
New +$454K 0.6% 29

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Symphony Financial Services's HD Position: Q2 2026 in Review

Symphony Financial Services increased its Home Depot (HD) stake by 1.9% in Q2 2026, buying an estimated $5.53K and bringing the position to 895 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #79.

Symphony Financial Services first reported a position in HD in Q2 2024 and has held it in 9 quarters since. The position peaked at $703K in Q2 2024. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Symphony Financial Services held 895 shares of Home Depot worth $316K as of Q2 2026.
  • Symphony Financial Services bought 17 Home Depot shares in Q2 2026, an estimated $5.53K.
  • Home Depot made up 0.14% of Symphony Financial Services's portfolio in Q2 2026, its #79 holding.
  • Symphony Financial Services first reported a position in Home Depot in Q2 2024 and has held it in 9 quarters since.
  • Symphony Financial Services's Home Depot position peaked at $703K in Q2 2024.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.