Curtis Advisory Group
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Curtis Advisory Group’s Home Depot HD Stock Holding History

Curtis Advisory 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 		$2.05M Sell
7,216
-813
-10% -$267K 0.38% 52
2026
Q2 		$2.83M Sell
8,029
-409
-5% -$133K 0.55% 40
2026
Q1 		$2.78M Buy
8,438
+1,350
+19% +$492K 0.6% 38
2025
Q4 		$2.44M Buy
7,088
+3,247
+85% +$1.19M 0.51% 37
2025
Q3 		$1.56M Buy
3,841
+1,991
+108% +$783K 0.35% 43
2025
Q2 		$678K Hold
1,850
– – 0.17% 61
2025
Q1 		$678K Sell
1,850
-200
-10% -$77.9K 0.2% 61
2024
Q4 		$797K Hold
2,050
– – 0.21% 54
2024
Q3 		$831K Hold
2,050
– – 0.24% 51
2024
Q2 		$706K Sell
2,050
-20
-1% -$6.82K 0.25% 52
2024
Q1 		$794K Sell
2,070
-33
-2% -$12.1K 0.31% 49
2023
Q4 		$729K Hold
2,103
– – 0.33% 44
2023
Q3 		$635K Sell
2,103
-157
-7% -$50.5K 0.21% 47
2023
Q2 		$702K Buy
2,260
+195
+9% +$57.6K 0.22% 43
2023
Q1 		$609K Sell
2,065
-289
-12% -$88.6K 0.22% 49
2022
Q4 		$744K Sell
2,354
-520
-18% -$158K 0.3% 38
2022
Q3 		$793K Hold
2,874
– – 0.33% 38
2022
Q2 		$788K Buy
2,874
+2
+0.1% +$590 0.31% 39
2022
Q1 		$860K Sell
2,872
-4
-0.1% -$1.39K 0.29% 38
2021
Q4 		$1.19M Hold
2,876
– – 0.39% 36
2021
Q3 		$944K Sell
2,876
-78
-3% -$25.6K 0.34% 37
2021
Q2 		$942K Sell
2,954
-260
-8% -$82.7K 0.41% 36
2021
Q1 		$981K Buy
3,214
+1,404
+78% +$387K 0.43% 36
2020
Q4 		$481K Hold
1,810
– – 0.23% 44
2020
Q3 		$503K Hold
1,810
– – 0.3% 37
2020
Q2 		$453K Hold
1,810
– – 0.32% 36
2020
Q1 		$338K Sell
1,810
-50
-3% -$11K 0.22% 39
2019
Q4 		$406K Buy
+1,860
New +$421K 0.23% 39

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Curtis Advisory Group's HD Position: Q3 2026 in Review

Curtis Advisory Group reduced its Home Depot (HD) stake by 10% in Q3 2026, selling an estimated $267K and leaving 7,216 shares worth $2.05M. The position accounts for 0.38% of the portfolio, ranked #52.

Curtis Advisory Group first reported a position in HD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.83M in Q2 2026. 1,708 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Curtis Advisory Group held 7,216 shares of Home Depot worth $2.05M as of Q3 2026.
  • Curtis Advisory Group sold 813 Home Depot shares in Q3 2026, an estimated $267K.
  • Home Depot made up 0.38% of Curtis Advisory Group's portfolio in Q3 2026, its #52 holding.
  • Curtis Advisory Group first reported a position in Home Depot in Q4 2019 and has held it in 28 quarters since.
  • Curtis Advisory Group's Home Depot position peaked at $2.83M in Q2 2026.
  • 1,708 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.