CWA
HD icon

CogentBlue Wealth Advisors’s Home Depot HD Stock Holding History

CogentBlue Wealth 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 		– Sell
-666
Closed -$235K – 74
2026
Q2 		$235K Buy
666
+20
+3% +$6.51K 0.13% 88
2026
Q1 		$212K Buy
646
+41
+7% +$14.9K 0.14% 67
2025
Q4 		$208K Sell
605
-235
-28% -$86.1K 0.14% 67
2025
Q3 		$340K Buy
840
+170
+25% +$66.8K 0.23% 52
2025
Q2 		$246K Sell
670
-112
-14% -$40.5K 0.19% 61
2025
Q1 		$287K Buy
+782
New +$305K 0.25% 49

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

CogentBlue Wealth Advisors's HD Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Home Depot (HD) in Q3 2026, closing a stake of 666 shares — an estimated $235K sold.

CogentBlue Wealth Advisors first reported a position in HD in Q1 2025 and held it in 6 quarters. The position peaked at $340K in Q3 2025. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 666 Home Depot shares in Q3 2026, an estimated $235K.
  • CogentBlue Wealth Advisors first reported a position in Home Depot in Q1 2025 and held it in 6 quarters.
  • CogentBlue Wealth Advisors's Home Depot position peaked at $340K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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