Trek Financial’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$861K Sell
2,440
-375
-13% -$122K 0.04% 268
2026
Q1
$926K Buy
2,815
+292
+12% +$106K 0.05% 230
2025
Q4
$868K Buy
2,523
+61
+2% +$22.3K 0.05% 231
2025
Q3
$998K Sell
2,462
-182
-7% -$71.6K 0.06% 222
2025
Q2
$970K Sell
2,644
-84
-3% -$30.4K 0.06% 211
2025
Q1
$1,000K Sell
2,728
-244
-8% -$95.1K 0.07% 182
2024
Q4
$1.16M Buy
2,972
+39
+1% +$15.9K 0.09% 180
2024
Q3
$1.19M Sell
2,933
-124
-4% -$45.2K 0.09% 167
2024
Q2
$1.05M Sell
3,057
-4
-0.1% -$1.36K 0.08% 162
2024
Q1
$1.17M Buy
3,061
+648
+27% +$237K 0.09% 156
2023
Q4
$836K Buy
2,413
+384
+19% +$119K 0.07% 138
2023
Q3
$613K Buy
2,029
+116
+6% +$37.3K 0.06% 162
2023
Q2
$594K Buy
1,913
+46
+2% +$13.6K 0.05% 154
2023
Q1
$551K Buy
1,867
+133
+8% +$40.8K 0.05% 155
2022
Q4
$548K Sell
1,734
-1,191
-41% -$363K 0.05% 142
2022
Q3
$807K Buy
2,925
+665
+29% +$196K 0.08% 106
2022
Q2
$620K Sell
2,260
-2,222
-50% -$656K 0.06% 121
2022
Q1
$1.34M Buy
4,482
+855
+24% +$297K 0.12% 84
2021
Q4
$1.5M Sell
3,627
-350
-9% -$133K 0.14% 55
2021
Q3
$1.3M Sell
3,977
-164
-4% -$53.8K 0.14% 62
2021
Q2
$1.32M Buy
4,141
+4
+0.1% +$1.27K 0.14% 54
2021
Q1
$1.26M Buy
4,137
+2,088
+102% +$576K 0.15% 55
2020
Q4
$544K Buy
2,049
+4
+0.2% +$1.1K 0.07% 88
2020
Q3
$568K Buy
2,045
+111
+6% +$30.1K 0.09% 82
2020
Q2
$484K Hold
1,934
0.08% 83
2020
Q1
$361K Sell
1,934
-16
-0.8% -$3.51K 0.09% 63
2019
Q4
$426K Sell
1,950
-21
-1% -$4.76K 0.07% 72
2019
Q3
$457K Sell
1,971
-365
-16% -$79.8K 0.06% 82
2019
Q2
$486K Sell
2,336
-17
-0.7% -$3.39K 0.08% 82
2019
Q1
$452K Buy
2,353
+92
+4% +$16.9K 0.08% 71
2018
Q4
$388K Buy
+2,261
New +$405K 0.07% 66

Other funds holding HD

Trek Financial's HD Position: Q2 2026 in Review

Trek Financial reduced its Home Depot (HD) stake by 13% in Q2 2026, selling an estimated $122K and leaving 2,440 shares worth $861K. The position accounts for 0.04% of the portfolio, ranked #268.

Trek Financial first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.5M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Trek Financial held 2,440 shares of Home Depot worth $861K as of Q2 2026.
  • Trek Financial sold 375 Home Depot shares in Q2 2026, an estimated $122K.
  • Home Depot made up 0.04% of Trek Financial's portfolio in Q2 2026, its #268 holding.
  • Trek Financial first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Trek Financial's Home Depot position peaked at $1.5M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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