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Symphony Financial’s Home Depot HD Stock Holding History

Symphony 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
Q2 		$4.25M Buy
12,119
+1,333
+12% +$434K 0.47% 52
2026
Q1 		$3.51M Sell
10,786
-3,024
-22% -$1.1M 0.46% 54
2025
Q4 		$4.78M Sell
13,810
-5,741
-29% -$2.1M 0.64% 40
2025
Q3 		$7.84M Sell
19,551
-3,634
-16% -$1.43M 0.95% 30
2025
Q2 		$6.63M Buy
23,185
+18,834
+433% +$6.82M 0.87% 32
2025
Q1 		$1.51M Sell
4,351
-10,813
-71% -$4.21M 0.9% 30
2024
Q4 		$6.31M Buy
15,164
+534
+4% +$218K 0.99% 26
2024
Q3 		$5.88M Buy
14,630
+817
+6% +$298K 0.97% 31
2024
Q2 		$4.7M Buy
13,813
+2,368
+21% +$808K 0.86% 35
2024
Q1 		$4.39M Sell
11,445
-2,136
-16% -$780K 1.02% 27
2023
Q4 		$4.84M Buy
13,581
+7,609
+127% +$2.36M 1.04% 26
2023
Q3 		$1.79M Buy
5,972
+367
+7% +$118K 0.44% 43
2023
Q2 		$1.72M Buy
5,605
+358
+7% +$106K 0.42% 56
2023
Q1 		$1.5M Buy
5,247
+280
+6% +$85.8K 0.39% 56
2022
Q4 		$1.59M Buy
4,967
+254
+5% +$77.4K 0.42% 54
2022
Q3 		$1.31M Buy
4,713
+888
+23% +$262K 0.43% 56
2022
Q2 		$1.05M Buy
3,825
+574
+18% +$169K 0.31% 70
2022
Q1 		$984K Buy
3,251
+220
+7% +$76.3K 0.23% 83
2021
Q4 		$1.24M Buy
3,031
+415
+16% +$158K 0.34% 61
2021
Q3 		$881K Sell
2,616
-533
-17% -$175K 0.31% 59
2021
Q2 		$1M Sell
3,149
-319
-9% -$101K 0.34% 57
2021
Q1 		$1.09M Buy
3,468
+1,473
+74% +$406K 0.29% 57
2020
Q4 		$527K Sell
1,995
-8
-0.4% -$2.2K 0.19% 91
2020
Q3 		$556K Buy
2,003
+221
+12% +$59.9K 0.23% 71
2020
Q2 		$446K Sell
1,782
-5
-0.3% -$1.15K 0.22% 84
2020
Q1 		$350K Buy
+1,787
New +$392K 0.24% 64

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

Symphony Financial's HD Position: Q2 2026 in Review

Symphony Financial increased its Home Depot (HD) stake by 12% in Q2 2026, buying an estimated $434K and bringing the position to 12,119 shares worth $4.25M. The position accounts for 0.47% of the portfolio, ranked #52.

Symphony Financial first reported a position in HD in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.84M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Symphony Financial held 12,119 shares of Home Depot worth $4.25M as of Q2 2026.
  • Symphony Financial bought 1,333 Home Depot shares in Q2 2026, an estimated $434K.
  • Home Depot made up 0.47% of Symphony Financial's portfolio in Q2 2026, its #52 holding.
  • Symphony Financial first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Home Depot position peaked at $7.84M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.