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Summit Investment Advisors, Inc.\KS’s Home Depot HD Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$501K Buy
1,761
+3
+0.2% +$985 0.23% 59
2026
Q2 		$620K Buy
1,758
+2
+0.1% +$651 0.28% 50
2026
Q1 		$578K Buy
1,756
+3
+0.2% +$1.09K 0.29% 51
2025
Q4 		$603K Buy
+1,753
New +$642K 0.32% 49

Other funds holding HD

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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

Summit Investment Advisors, Inc.\KS's HD Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Home Depot (HD) stake by 0.17% in Q3 2026, buying an estimated $985 and bringing the position to 1,761 shares worth $501K. The position accounts for 0.23% of the portfolio, ranked #59.

Summit Investment Advisors, Inc.\KS first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $620K in Q2 2026. 2,774 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 1,761 shares of Home Depot worth $501K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 3 Home Depot shares in Q3 2026, an estimated $985.
  • Home Depot made up 0.23% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #59 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Home Depot position peaked at $620K in Q2 2026.
  • 2,774 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.