Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Home Depot HD Stock Holding History

Dynamic Advisor Solutions’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
2020
Q4 		– Sell
-1,300
Closed -$5K – 696
2020
Q3 		$5K Buy
+1,300
New +$352K ﹤0.01% 600

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TD Waterhouse Canada
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Wealth Enhancement Advisory Services
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Cardano Risk Management
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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

Dynamic Advisor Solutions's HD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Home Depot (HD) stake by 2.9% in Q3 2026, selling an estimated $443K and leaving 45,329 shares worth $12.9M. The position accounts for 0.37% of the portfolio, ranked #62.

Dynamic Advisor Solutions first reported a position in HD in Q2 2017 and has held it in 38 quarters since. The position peaked at $18.6M in Q3 2025. 961 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Dynamic Advisor Solutions held 45,329 shares of Home Depot worth $12.9M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,349 Home Depot shares in Q3 2026, an estimated $443K.
  • Home Depot made up 0.37% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #62 holding.
  • Dynamic Advisor Solutions first reported a position in Home Depot in Q2 2017 and has held it in 38 quarters since.
  • Dynamic Advisor Solutions's Home Depot position peaked at $18.6M in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.