Elevation Wealth Partners
HD icon

Elevation Wealth Partners’s Home Depot HD Stock Holding History

Elevation 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 		$250K Buy
879
+39
+5% +$12.8K 0.07% 124
2026
Q2 		$296K Sell
840
-37
-4% -$12K 0.09% 111
2026
Q1 		$288K Buy
877
+19
+2% +$6.92K 0.1% 98
2025
Q4 		$295K Sell
858
-27
-3% -$9.9K 0.1% 100
2025
Q3 		$359K Buy
885
+36
+4% +$14.2K 0.13% 87
2025
Q2 		$311K Hold
849
– – 0.12% 94
2025
Q1 		$311K Sell
849
-48
-5% -$18.7K 0.13% 87
2024
Q4 		$349K Buy
897
+12
+1% +$4.9K 0.15% 81
2024
Q3 		$359K Hold
885
– – 0.15% 80
2024
Q2 		$305K Hold
885
– – 0.14% 84
2024
Q1 		$339K Buy
885
+29
+3% +$10.6K 0.17% 81
2023
Q4 		$259K Buy
856
+385
+82% +$119K 0.16% 87
2023
Q3 		$142K Hold
471
– – 0.12% 75
2023
Q2 		$146K Hold
471
– – 0.12% 78
2023
Q1 		$139K Buy
+471
New +$144K 0.13% 80

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Elevation Wealth Partners increased its Home Depot (HD) stake by 4.6% in Q3 2026, buying an estimated $12.8K and bringing the position to 879 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #124.

Elevation Wealth Partners first reported a position in HD in Q1 2023 and has held it in 15 quarters since. The position peaked at $359K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Elevation Wealth Partners held 879 shares of Home Depot worth $250K as of Q3 2026.
  • Elevation Wealth Partners bought 39 Home Depot shares in Q3 2026, an estimated $12.8K.
  • Home Depot made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Elevation Wealth Partners first reported a position in Home Depot in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Home Depot position peaked at $359K in Q3 2024.
  • 1,490 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.