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Synergy Investment Management’s Home Depot HD Stock Holding History

Synergy Investment Management’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 		$500K Buy
1,449
+748
+107% +$243K 0.12% 97
2026
Q1 		$230K Buy
+701
New +$255K 0.08% 125
2025
Q2 		– Sell
-526
Closed -$193K – 284
2025
Q1 		$193K Sell
526
-31
-6% -$12.1K 0.08% 126
2024
Q4 		$217K Buy
+557
New +$228K 0.09% 111

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

Synergy Investment Management's HD Position: Q2 2026 in Review

Synergy Investment Management increased its Home Depot (HD) stake by 107% in Q2 2026, buying an estimated $243K and bringing the position to 1,449 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #97.

Synergy Investment Management first reported a position in HD in Q4 2024 and has held it in 4 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Synergy Investment Management held 1,449 shares of Home Depot worth $500K as of Q2 2026.
  • Synergy Investment Management bought 748 Home Depot shares in Q2 2026, an estimated $243K.
  • Home Depot made up 0.12% of Synergy Investment Management's portfolio in Q2 2026, its #97 holding.
  • Synergy Investment Management first reported a position in Home Depot in Q4 2024 and has held it in 4 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.