Capital Advantage
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Capital Advantage’s Home Depot HD Stock Holding History

Capital Advantage’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 		$579K Buy
2,036
+43
+2% +$14.1K 0.07% 93
2026
Q2 		$703K Buy
1,993
+41
+2% +$13.3K 0.09% 82
2026
Q1 		$642K Sell
1,952
-110
-5% -$40.1K 0.08% 83
2025
Q4 		$709K Buy
2,062
+69
+3% +$25.3K 0.1% 81
2025
Q3 		$807K Buy
1,993
+39
+2% +$15.3K 0.12% 73
2025
Q2 		$716K Sell
1,954
-735
-27% -$266K 0.11% 74
2025
Q1 		$1.05M Hold
2,689
– – 0.19% 52
2024
Q4 		$1.05M Buy
+2,689
New +$1.1M 0.19% 52
2021
Q2 		– Sell
-3,434
Closed -$1.05M – 73
2021
Q1 		$1.05M Buy
3,434
+223
+7% +$61.5K 0.29% 36
2020
Q4 		$854K Buy
3,211
+707
+28% +$194K 0.25% 37
2020
Q3 		$708K Buy
2,504
+17
+0.7% +$4.6K 0.23% 37
2020
Q2 		$623K Buy
2,487
+23
+0.9% +$5.26K 0.22% 42
2020
Q1 		$516K Buy
2,464
+109
+5% +$23.9K 0.2% 44
2019
Q4 		$546K Buy
2,355
+273
+13% +$61.8K 0.17% 48
2019
Q3 		$483K Buy
+2,082
New +$455K 0.17% 47
2019
Q1 		$317K Buy
1,654
+101
+7% +$18.5K 0.11% 63
2018
Q4 		$267K Buy
1,553
+13
+0.8% +$2.33K 0.1% 59
2018
Q3 		$319K Hold
1,540
– – 0.07% 64
2018
Q2 		$300K Buy
1,540
+16
+1% +$2.99K 0.07% 64
2018
Q1 		$272K Buy
1,524
+22
+1% +$4.13K 0.07% 59
2017
Q4 		$285K Hold
1,502
– – 0.07% 62
2017
Q3 		$246K Buy
1,502
+22
+1% +$3.37K 0.06% 66
2017
Q2 		$227K Sell
1,480
-206
-12% -$31.6K 0.06% 68
2017
Q1 		$248K Buy
1,686
+110
+7% +$15.6K 0.07% 68
2016
Q4 		$211K Buy
+1,576
New +$203K 0.06% 77
2016
Q2 		– Sell
-1,518
Closed -$203K – 80
2016
Q1 		$203K Hold
1,518
– – 0.07% 74
2015
Q4 		$201K Buy
+1,518
New +$193K 0.07% 75

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Capital Advantage's HD Position: Q3 2026 in Review

Capital Advantage increased its Home Depot (HD) stake by 2.2% in Q3 2026, buying an estimated $14.1K and bringing the position to 2,036 shares worth $579K. The position accounts for 0.07% of the portfolio, ranked #93.

Capital Advantage first reported a position in HD in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.05M in Q1 2021. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Capital Advantage held 2,036 shares of Home Depot worth $579K as of Q3 2026.
  • Capital Advantage bought 43 Home Depot shares in Q3 2026, an estimated $14.1K.
  • Home Depot made up 0.07% of Capital Advantage's portfolio in Q3 2026, its #93 holding.
  • Capital Advantage first reported a position in Home Depot in Q4 2015 and has held it in 27 quarters since.
  • Capital Advantage's Home Depot position peaked at $1.05M in Q1 2021.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.