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Ballew Advisors’s Home Depot HD Stock Holding History

Ballew 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 		$207K Sell
730
-12
-2% -$3.94K 0.1% 125
2026
Q2 		$266K Buy
742
+1
+0.1% +$325 0.14% 105
2026
Q1 		$252K Buy
741
+1
+0.1% +$364 0.14% 105
2025
Q4 		$281K Buy
740
+4
+0.5% +$1.47K 0.16% 98
2025
Q3 		$286K Buy
736
+2
+0.3% +$786 0.16% 98
2025
Q2 		$273K Buy
734
+2
+0.3% +$724 0.16% 93
2025
Q1 		$259K Buy
732
+102
+16% +$39.8K 0.17% 92
2024
Q4 		$245K Sell
630
-13
-2% -$5.31K 0.16% 96
2024
Q3 		$268K Buy
643
+17
+3% +$6.2K 0.18% 90
2024
Q2 		$225K Sell
626
-3
-0.5% -$1.02K 0.15% 93
2024
Q1 		$221K Sell
629
-10
-2% -$3.65K 0.15% 93
2023
Q4 		$229K Buy
+639
New +$198K 0.17% 89
2023
Q1 		– Sell
-628
Closed -$207K – 109
2022
Q4 		$207K Buy
+628
New +$191K 0.16% 93
2022
Q2 		– Sell
-686
Closed -$213K – 101
2022
Q1 		$213K Sell
686
-2,561
-79% -$888K 0.16% 97
2021
Q4 		$1.21M Buy
+3,247
New +$1.24M 0.84% 26
2018
Q4 		– Sell
-460
Closed -$79K – 237
2018
Q3 		$79K Hold
460
– – 0.07% 128
2018
Q2 		$90K Buy
460
+30
+7% +$5.6K 0.1% 116
2018
Q1 		$77K Buy
+430
New +$80.7K 0.07% 127

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ballew Advisors's HD Position: Q3 2026 in Review

Ballew Advisors reduced its Home Depot (HD) stake by 1.6% in Q3 2026, selling an estimated $3.94K and leaving 730 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #125.

Ballew Advisors first reported a position in HD in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2021. 189 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Ballew Advisors held 730 shares of Home Depot worth $207K as of Q3 2026.
  • Ballew Advisors sold 12 Home Depot shares in Q3 2026, an estimated $3.94K.
  • Home Depot made up 0.1% of Ballew Advisors's portfolio in Q3 2026, its #125 holding.
  • Ballew Advisors first reported a position in Home Depot in Q1 2018 and has held it in 18 quarters since.
  • Ballew Advisors's Home Depot position peaked at $1.21M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.