DWM
HD icon

Defined Wealth Management’s Home Depot HD Stock Holding History

Defined Wealth Management’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 		$609K Sell
2,140
-48
-2% -$15.8K 0.31% 74
2026
Q2 		$772K Buy
2,188
+84
+4% +$27.3K 0.4% 61
2026
Q1 		$692K Sell
2,104
-71
-3% -$25.9K 0.41% 58
2025
Q4 		$748K Sell
2,175
-55
-2% -$20.1K 0.43% 55
2025
Q3 		$904K Buy
2,230
+37
+2% +$14.5K 0.52% 50
2025
Q2 		$804K Buy
2,193
+53
+2% +$19.2K 0.5% 51
2025
Q1 		$784K Sell
2,140
-6
-0.3% -$2.34K 0.53% 50
2024
Q4 		$835K Buy
2,146
+11
+0.5% +$4.49K 0.55% 46
2024
Q3 		$865K Buy
2,135
+30
+1% +$10.9K 0.56% 46
2024
Q2 		$725K Buy
2,105
+19
+0.9% +$6.48K 0.5% 50
2024
Q1 		$800K Buy
2,086
+10
+0.5% +$3.65K 0.57% 47
2023
Q4 		$719K Sell
2,076
-3
-0.1% -$929 0.55% 48
2023
Q3 		$628K Buy
2,079
+31
+2% +$10K 0.54% 49
2023
Q2 		$636K Buy
2,048
+4
+0.2% +$1.18K 0.54% 49
2023
Q1 		$603K Hold
2,044
– – 0.56% 47
2022
Q4 		$646K Hold
2,044
– – 0.61% 46
2022
Q3 		$564K Hold
2,044
– – 0.61% 40
2022
Q2 		$561K Hold
2,044
– – 0.58% 45
2022
Q1 		$612K Hold
2,044
– – 0.54% 43
2021
Q4 		$848K Hold
2,044
– – 0.69% 33
2021
Q3 		$671K Buy
2,044
+13
+0.6% +$4.27K 0.59% 33
2021
Q2 		$648K Hold
2,031
– – 0.58% 35
2021
Q1 		$620K Hold
2,031
– – 0.59% 34
2020
Q4 		$539K Buy
+2,031
New +$558K 0.53% 43

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Defined Wealth Management's HD Position: Q3 2026 in Review

Defined Wealth Management reduced its Home Depot (HD) stake by 2.2% in Q3 2026, selling an estimated $15.8K and leaving 2,140 shares worth $609K. The position accounts for 0.31% of the portfolio, ranked #74.

Defined Wealth Management first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $904K in Q3 2025. 955 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Defined Wealth Management held 2,140 shares of Home Depot worth $609K as of Q3 2026.
  • Defined Wealth Management sold 48 Home Depot shares in Q3 2026, an estimated $15.8K.
  • Home Depot made up 0.31% of Defined Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Defined Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Home Depot position peaked at $904K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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