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Colton Groome Financial Advisors’s Home Depot HD Stock Holding History

Colton Groome Financial 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 		$279K Sell
979
-19
-2% -$6.24K 0.07% 128
2026
Q2 		$352K Buy
998
+23
+2% +$7.48K 0.09% 117
2026
Q1 		$321K Buy
975
+15
+2% +$5.47K 0.09% 105
2025
Q4 		$330K Buy
960
+150
+19% +$54.9K 0.09% 104
2025
Q3 		$328K Buy
810
+32
+4% +$12.6K 0.1% 103
2025
Q2 		$285K Hold
778
– – 0.1% 110
2025
Q1 		$280K Hold
778
– – 0.11% 101
2024
Q4 		$303K Buy
778
+166
+27% +$67.8K 0.12% 97
2024
Q3 		$248K Buy
612
+10
+2% +$3.65K 0.09% 115
2024
Q2 		$207K Hold
602
– – 0.08% 119
2024
Q1 		$231K Sell
602
-194
-24% -$70.9K 0.09% 109
2023
Q4 		$276K Buy
+796
New +$247K 0.12% 99
2022
Q1 		– Sell
-3,733
Closed -$1.55M – 114
2021
Q4 		$1.55M Buy
3,733
+130
+4% +$49.5K 0.63% 43
2021
Q3 		$1.18M Hold
3,603
– – 0.51% 38
2021
Q2 		$1.15M Buy
+3,603
New +$1.15M 0.53% 35

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

Colton Groome Financial Advisors's HD Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Home Depot (HD) stake by 1.9% in Q3 2026, selling an estimated $6.24K and leaving 979 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #128.

Colton Groome Financial Advisors first reported a position in HD in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2021. 196 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Colton Groome Financial Advisors held 979 shares of Home Depot worth $279K as of Q3 2026.
  • Colton Groome Financial Advisors sold 19 Home Depot shares in Q3 2026, an estimated $6.24K.
  • Home Depot made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #128 holding.
  • Colton Groome Financial Advisors first reported a position in Home Depot in Q2 2021 and has held it in 15 quarters since.
  • Colton Groome Financial Advisors's Home Depot position peaked at $1.55M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.