Cyndeo Wealth Partners
HD icon

Cyndeo Wealth Partners’s Home Depot HD Stock Holding History

Cyndeo Wealth Partners’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 		$12.6M Sell
44,298
-2,334
-5% -$766K 0.57% 50
2026
Q2 		$16.4M Buy
46,632
+1,009
+2% +$328K 0.77% 30
2026
Q1 		$15M Sell
45,623
-343
-0.7% -$125K 0.79% 31
2025
Q4 		$15.8M Sell
45,966
-1,259
-3% -$461K 0.85% 31
2025
Q3 		$19.1M Buy
47,225
+3,356
+8% +$1.32M 1.06% 20
2025
Q2 		$16.1M Buy
43,869
+134
+0.3% +$48.5K 0.95% 25
2025
Q1 		$16M Buy
43,735
+3,598
+9% +$1.4M 1.05% 20
2024
Q4 		$15.6M Buy
40,137
+865
+2% +$353K 1.06% 21
2024
Q3 		$15.9M Buy
39,272
+7,493
+24% +$2.73M 1.11% 19
2024
Q2 		$10.9M Buy
31,779
+1,810
+6% +$617K 0.86% 25
2024
Q1 		$11.5M Buy
29,969
+586
+2% +$214K 0.96% 23
2023
Q4 		$10.2M Buy
29,383
+3,987
+16% +$1.23M 0.94% 21
2023
Q3 		$7.67M Sell
25,396
-604
-2% -$194K 0.8% 29
2023
Q2 		$8.08M Sell
26,000
-4,053
-13% -$1.2M 0.84% 24
2023
Q1 		$8.87M Buy
30,053
+1,987
+7% +$609K 0.96% 21
2022
Q4 		$8.86M Buy
+28,066
New +$8.55M 1.04% 17

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

Cyndeo Wealth Partners's HD Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Home Depot (HD) stake by 5% in Q3 2026, selling an estimated $766K and leaving 44,298 shares worth $12.6M. The position accounts for 0.57% of the portfolio, ranked #50.

Cyndeo Wealth Partners first reported a position in HD in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.1M in Q3 2025. 2,774 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Cyndeo Wealth Partners held 44,298 shares of Home Depot worth $12.6M as of Q3 2026.
  • Cyndeo Wealth Partners sold 2,334 Home Depot shares in Q3 2026, an estimated $766K.
  • Home Depot made up 0.57% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Cyndeo Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Home Depot position peaked at $19.1M in Q3 2025.
  • 2,774 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.