Dynasty Wealth Management’s Home Depot HD Stock Holding History

Dynasty 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	$230K	Sell	810 -383	-32%	-$126K	﹤0.01%	320
2026 Q2	$421K	Sell	1,193 -3,038	-72%	-$988K	﹤0.01%	280
2026 Q1	$1.39M	Sell	4,231 -987	-19%	-$360K	0.01%	152
2025 Q4	$1.8M	Sell	5,218 -870	-14%	-$319K	0.02%	142
2025 Q3	$2.47M	Buy	6,088 +914	+18%	+$359K	0.03%	103
2025 Q2	$1.9M	Sell	5,174 -152	-3%	-$55K	0.03%	89
2025 Q1	$1.95M	Buy	5,326 +136	+3%	+$53K	0.03%	95
2024 Q4	$2.02M	Buy	5,190 +473	+10%	+$193K	0.03%	93
2024 Q3	$1.91M	Buy	4,717 +2,311	+96%	+$843K	0.06%	72
2024 Q2	$828K	Sell	2,406 -1,336	-36%	-$456K	0.02%	147
2024 Q1	$1.44M	Buy	+3,742	New	+$1.37M	0.05%	92
2018 Q4	–	Sell	-2,267	Closed	-$470K	–	43
2018 Q3	$470K	Buy	+2,267	New	+$456K	0.61%	42

Other funds holding HD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Home Depot (HD) stake by 32% in Q3 2026, selling an estimated $126K and leaving 810 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Dynasty Wealth Management first reported a position in HD in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.47M in Q3 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Dynasty Wealth Management held 810 shares of Home Depot worth $230K as of Q3 2026.
Dynasty Wealth Management sold 383 Home Depot shares in Q3 2026, an estimated $126K.
Home Depot made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #320 holding.
Dynasty Wealth Management first reported a position in Home Depot in Q3 2018 and has held it in 12 quarters since.
Dynasty Wealth Management's Home Depot position peaked at $2.47M in Q3 2025.
3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.