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Baker Tilly Wealth Management’s Home Depot HD Stock Holding History

Baker Tilly Wealth 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
Q3 		$790K Sell
2,778
-212
-7% -$69.6K 0.15% 118
2026
Q2 		$1.05M Sell
2,990
-624
-17% -$203K 0.22% 83
2026
Q1 		$1.19M Buy
3,614
+41
+1% +$14.9K 0.29% 65
2025
Q4 		$1.23M Sell
3,573
-14
-0.4% -$5.13K 0.3% 59
2025
Q3 		$1.45M Buy
3,587
+97
+3% +$38.1K 0.33% 53
2025
Q2 		$1.28M Buy
3,490
+109
+3% +$39.4K 0.46% 40
2025
Q1 		$1.24M Buy
3,381
+42
+1% +$16.4K 0.49% 42
2024
Q4 		$1.3M Sell
3,339
-132
-4% -$53.9K 0.51% 39
2024
Q3 		$1.41M Buy
3,471
+15
+0.4% +$5.47K 0.62% 28
2024
Q2 		$1.19M Sell
3,456
-3,313
-49% -$1.13M 0.49% 39
2024
Q1 		$2.6M Sell
6,769
-1,490
-18% -$544K 0.47% 47
2023
Q4 		$2.86M Sell
8,259
-1,225
-13% -$379K 0.47% 39
2023
Q3 		$2.87M Sell
9,484
-5,540
-37% -$1.78M 0.47% 43
2023
Q2 		$4.67M Buy
15,024
+485
+3% +$143K 0.49% 42
2023
Q1 		$4.29M Buy
14,539
+859
+6% +$263K 0.48% 44
2022
Q4 		$4.32M Sell
13,680
-6
-0% -$1.83K 0.53% 46
2022
Q3 		$3.78M Sell
13,686
-1,356
-9% -$400K 0.51% 42
2022
Q2 		$4.13M Sell
15,042
-245
-2% -$72.3K 0.54% 41
2022
Q1 		$4.58M Buy
15,287
+1,022
+7% +$355K 0.51% 42
2021
Q4 		$5.92M Buy
14,265
+1,824
+15% +$694K 0.64% 30
2021
Q3 		$4.08M Buy
12,441
+2,304
+23% +$756K 0.54% 36
2021
Q2 		$3.23M Buy
10,137
+1,395
+16% +$444K 0.52% 40
2021
Q1 		$2.67M Buy
8,742
+4,399
+101% +$1.21M 0.55% 37
2020
Q4 		$1.15M Buy
+4,343
New +$1.19M 0.36% 68

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

Baker Tilly Wealth Management's HD Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Home Depot (HD) stake by 7.1% in Q3 2026, selling an estimated $69.6K and leaving 2,778 shares worth $790K. The position accounts for 0.15% of the portfolio, ranked #118.

Baker Tilly Wealth Management first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.92M in Q4 2021. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Baker Tilly Wealth Management held 2,778 shares of Home Depot worth $790K as of Q3 2026.
  • Baker Tilly Wealth Management sold 212 Home Depot shares in Q3 2026, an estimated $69.6K.
  • Home Depot made up 0.15% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Baker Tilly Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Home Depot position peaked at $5.92M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.