Crown Wealth Group
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Crown Wealth Group’s Home Depot HD Stock Holding History

Crown Wealth Group’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 		$431K Sell
1,516
-174
-10% -$57.1K 0.11% 89
2026
Q2 		$596K Buy
1,690
+89
+6% +$29K 0.15% 70
2026
Q1 		$527K Buy
1,601
+301
+23% +$110K 0.15% 65
2025
Q4 		$447K Sell
1,300
-204
-14% -$74.7K 0.13% 71
2025
Q3 		$610K Buy
1,504
+342
+29% +$134K 0.18% 62
2025
Q2 		$426K Sell
1,162
-23
-2% -$8.32K 0.16% 65
2025
Q1 		$434K Buy
1,185
+63
+6% +$24.6K 0.23% 54
2024
Q4 		$436K Buy
1,122
+23
+2% +$9.4K 0.18% 66
2024
Q3 		$445K Sell
1,099
-39
-3% -$14.2K 0.19% 62
2024
Q2 		$392K Buy
1,138
+22
+2% +$7.5K 0.2% 57
2024
Q1 		$428K Buy
1,116
+329
+42% +$120K 0.22% 53
2023
Q4 		$273K Buy
+787
New +$244K 0.16% 68

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Crown Wealth Group's HD Position: Q3 2026 in Review

Crown Wealth Group reduced its Home Depot (HD) stake by 10% in Q3 2026, selling an estimated $57.1K and leaving 1,516 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #89.

Crown Wealth Group first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $610K in Q3 2025. 2,592 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Crown Wealth Group held 1,516 shares of Home Depot worth $431K as of Q3 2026.
  • Crown Wealth Group sold 174 Home Depot shares in Q3 2026, an estimated $57.1K.
  • Home Depot made up 0.11% of Crown Wealth Group's portfolio in Q3 2026, its #89 holding.
  • Crown Wealth Group first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Crown Wealth Group's Home Depot position peaked at $610K in Q3 2025.
  • 2,592 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.