AWA
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Aletheian Wealth Advisors’s Home Depot HD Stock Holding History

Aletheian Wealth 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 		$229K Sell
804
-174
-18% -$57.1K 0.09% 105
2026
Q2 		$345K Sell
978
-11
-1% -$3.58K 0.15% 78
2026
Q1 		$325K Buy
+989
New +$360K 0.16% 69
2025
Q3 		$462K Buy
1,141
+22
+2% +$8.65K 0.21% 62
2025
Q2 		$410K Hold
1,119
– – 0.2% 64
2025
Q1 		$410K Buy
1,119
+155
+16% +$60.4K 0.23% 63
2024
Q4 		$375K Sell
964
-12
-1% -$4.9K 0.22% 61
2024
Q3 		$395K Buy
976
+13
+1% +$4.74K 0.23% 59
2024
Q2 		$332K Buy
963
+77
+9% +$26.3K 0.17% 70
2024
Q1 		$340K Buy
886
+124
+16% +$45.3K 0.18% 68
2023
Q4 		$264K Sell
762
-107
-12% -$33.1K 0.17% 70
2023
Q3 		$263K Sell
869
-57
-6% -$18.3K 0.2% 69
2023
Q2 		$288K Buy
926
+59
+7% +$17.4K 0.2% 72
2023
Q1 		$256K Buy
867
+105
+14% +$32.2K 0.23% 54
2022
Q4 		$241K Buy
+762
New +$232K 0.21% 73
2022
Q3 		– Sell
-825
Closed -$226K – 52
2022
Q2 		$226K Buy
825
+94
+13% +$27.8K 0.23% 53
2022
Q1 		$219K Buy
731
+148
+25% +$51.3K 0.21% 54
2021
Q4 		$242K Buy
+583
New +$222K 0.24% 45

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

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

Aletheian Wealth Advisors reduced its Home Depot (HD) stake by 18% in Q3 2026, selling an estimated $57.1K and leaving 804 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #105.

Aletheian Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $462K in Q3 2025. 210 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Aletheian Wealth Advisors held 804 shares of Home Depot worth $229K as of Q3 2026.
  • Aletheian Wealth Advisors sold 174 Home Depot shares in Q3 2026, an estimated $57.1K.
  • Home Depot made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #105 holding.
  • Aletheian Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Home Depot position peaked at $462K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.