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Capital Advisors Wealth Management’s Home Depot HD Stock Holding History

Capital Advisors 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 		– Sell
-586
Closed -$207K – 237
2026
Q2 		$207K Sell
586
-31
-5% -$10.1K 0.02% 226
2026
Q1 		$203K Sell
617
-101
-14% -$36.8K 0.03% 211
2025
Q4 		$247K Sell
718
-181
-20% -$66.3K 0.03% 195
2025
Q3 		$364K Sell
899
-314
-26% -$123K 0.05% 148
2025
Q2 		$445K Sell
1,213
-107
-8% -$38.7K 0.07% 122
2025
Q1 		$484K Buy
1,320
+69
+6% +$26.9K 0.09% 106
2024
Q4 		$487K Buy
1,251
+160
+15% +$65.4K 0.09% 94
2024
Q3 		$442K Buy
1,091
+5
+0.5% +$1.82K 0.08% 100
2024
Q2 		$374K Buy
1,086
+1
+0.1% +$341 0.07% 103
2024
Q1 		$416K Buy
1,085
+5
+0.5% +$1.83K 0.09% 97
2023
Q4 		$374K Buy
1,080
+26
+2% +$8.05K 0.09% 95
2023
Q3 		$319K Sell
1,054
-32
-3% -$10.3K 0.08% 98
2023
Q2 		$337K Buy
1,086
+87
+9% +$25.7K 0.09% 93
2023
Q1 		$295K Buy
999
+22
+2% +$6.75K 0.08% 102
2022
Q4 		$309K Buy
977
+5
+0.5% +$1.52K 0.09% 95
2022
Q3 		$268K Buy
972
+6
+0.6% +$1.77K 0.09% 93
2022
Q2 		$265K Sell
966
-120
-11% -$35.4K 0.09% 94
2022
Q1 		$325K Sell
1,086
-37
-3% -$12.8K 0.1% 88
2021
Q4 		$466K Buy
+1,123
New +$428K 0.14% 70

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

Capital Advisors Wealth Management's HD Position: Q3 2026 in Review

Capital Advisors Wealth Management sold out of Home Depot (HD) in Q3 2026, closing a stake of 586 shares — an estimated $207K sold.

Capital Advisors Wealth Management first reported a position in HD in Q4 2021 and held it in 19 quarters. The position peaked at $487K in Q4 2024. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Capital Advisors Wealth Management reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 586 Home Depot shares in Q3 2026, an estimated $207K.
  • Capital Advisors Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 19 quarters.
  • Capital Advisors Wealth Management's Home Depot position peaked at $487K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.