4Wealth Advisors’s Home Depot HD Stock Holding History

4Wealth Advisors’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 Q3	$201K	Sell	697 -1,706	-71%	-$560K	0.14%	138
2026 Q2	$843K	Buy	2,403 +235	+11%	+$76.5K	0.65%	46
2026 Q1	$701K	Buy	2,168 +157	+8%	+$57.2K	0.6%	51
2025 Q4	$692K	Buy	2,011 +167	+9%	+$61.2K	0.59%	60
2025 Q3	$747K	Buy	1,844 +300	+19%	+$118K	0.67%	45
2025 Q2	$566K	Sell	1,544 -6	-0.4%	-$2.17K	0.57%	59
2025 Q1	$568K	Buy	1,550 +189	+14%	+$73.7K	0.62%	53
2024 Q4	$529K	Buy	+1,361	New	+$556K	0.53%	63

Other funds holding HD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

4Wealth Advisors's HD Position: Q3 2026 in Review

4Wealth Advisors reduced its Home Depot (HD) stake by 71% in Q3 2026, selling an estimated $560K and leaving 697 shares worth $201K. The position accounts for 0.14% of the portfolio, ranked #138.

4Wealth Advisors first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $843K in Q2 2026. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

4Wealth Advisors held 697 shares of Home Depot worth $201K as of Q3 2026.
4Wealth Advisors sold 1,706 Home Depot shares in Q3 2026, an estimated $560K.
Home Depot made up 0.14% of 4Wealth Advisors's portfolio in Q3 2026, its #138 holding.
4Wealth Advisors first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Home Depot position peaked at $843K in Q2 2026.
2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.