Brian Low Financial Group
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Brian Low Financial Group’s Home Depot HD Stock Holding History

Brian Low Financial Group’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 		$228K Sell
802
-10
-1% -$3.28K 0.13% 104
2026
Q2 		$286K Sell
812
-16
-2% -$5.2K 0.17% 88
2026
Q1 		$272K Sell
828
-4
-0.5% -$1.46K 0.19% 89
2025
Q4 		$286K Sell
832
-2,202
-73% -$807K 0.2% 90
2025
Q3 		$1.23M Buy
3,034
+480
+19% +$189K 0.95% 28
2025
Q2 		$936K Buy
+2,554
New +$924K 0.88% 29

Other funds holding HD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Brian Low Financial Group's HD Position: Q3 2026 in Review

Brian Low Financial Group reduced its Home Depot (HD) stake by 1.2% in Q3 2026, selling an estimated $3.28K and leaving 802 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #104.

Brian Low Financial Group first reported a position in HD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2025. 3,139 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Brian Low Financial Group held 802 shares of Home Depot worth $228K as of Q3 2026.
  • Brian Low Financial Group sold 10 Home Depot shares in Q3 2026, an estimated $3.28K.
  • Home Depot made up 0.13% of Brian Low Financial Group's portfolio in Q3 2026, its #104 holding.
  • Brian Low Financial Group first reported a position in Home Depot in Q2 2025 and has held it in 6 quarters since.
  • Brian Low Financial Group's Home Depot position peaked at $1.23M in Q3 2025.
  • 3,139 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.