Consilium Wealth Advisory
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Consilium Wealth Advisory’s Home Depot HD Stock Holding History

Consilium Wealth Advisory’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 		$382K Buy
1,341
+119
+10% +$39.1K 0.11% 83
2026
Q2 		$431K Buy
1,222
+24
+2% +$7.81K 0.13% 79
2026
Q1 		$394K Buy
1,198
+292
+32% +$106K 0.13% 83
2025
Q4 		$312K Hold
906
– – 0.12% 79
2025
Q3 		$367K Buy
906
+44
+5% +$17.3K 0.14% 76
2025
Q2 		$316K Sell
862
-611
-41% -$221K 0.13% 80
2025
Q1 		$540K Sell
1,473
-15
-1% -$5.85K 0.27% 55
2024
Q4 		$579K Sell
1,488
-1,314
-47% -$537K 0.28% 54
2024
Q3 		$1.14M Buy
2,802
+106
+4% +$38.7K 0.62% 34
2024
Q2 		$928K Buy
2,696
+8
+0.3% +$2.73K 0.51% 39
2024
Q1 		$1.03M Buy
2,688
+221
+9% +$80.7K 0.58% 37
2023
Q4 		$855K Buy
2,467
+143
+6% +$44.3K 0.51% 38
2023
Q3 		$702K Buy
2,324
+127
+6% +$40.8K 0.49% 38
2023
Q2 		$683K Buy
2,197
+221
+11% +$65.3K 0.47% 42
2023
Q1 		$583K Sell
1,976
-69
-3% -$21.2K 0.5% 40
2022
Q4 		$646K Buy
2,045
+187
+10% +$57K 0.55% 40
2022
Q3 		$513K Buy
1,858
+452
+32% +$133K 0.57% 42
2022
Q2 		$386K Hold
1,406
– – 0.42% 57
2022
Q1 		$421K Buy
1,406
+84
+6% +$29.1K 0.3% 61
2021
Q4 		$549K Buy
+1,322
New +$503K 0.36% 57

Other funds holding HD

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Consilium Wealth Advisory's HD Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Home Depot (HD) stake by 9.7% in Q3 2026, buying an estimated $39.1K and bringing the position to 1,341 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #83.

Consilium Wealth Advisory first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2024. 2,761 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Consilium Wealth Advisory held 1,341 shares of Home Depot worth $382K as of Q3 2026.
  • Consilium Wealth Advisory bought 119 Home Depot shares in Q3 2026, an estimated $39.1K.
  • Home Depot made up 0.11% of Consilium Wealth Advisory's portfolio in Q3 2026, its #83 holding.
  • Consilium Wealth Advisory first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Home Depot position peaked at $1.14M in Q3 2024.
  • 2,761 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.