Fermata Advisors
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Fermata Advisors’s Home Depot HD Stock Holding History

Fermata Advisors’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 		– Sell
-804
Closed -$284K – 305
2026
Q2 		$284K Buy
+804
New +$262K 0.06% 208
2025
Q3 		– Sell
-812
Closed -$298K – 218
2025
Q2 		$298K Sell
812
-1,066
-57% -$386K 0.08% 178
2025
Q1 		$688K Buy
1,878
+376
+25% +$147K 0.12% 126
2024
Q4 		$584K Buy
1,502
+14
+0.9% +$5.72K 0.11% 128
2024
Q3 		$603K Buy
1,488
+112
+8% +$40.9K 0.12% 108
2024
Q2 		$474K Sell
1,376
-87
-6% -$29.7K 0.11% 113
2024
Q1 		$561K Buy
1,463
+605
+71% +$221K 0.13% 105
2023
Q4 		$297K Sell
858
-3
-0.3% -$929 0.07% 132
2023
Q3 		$261K Buy
+861
New +$277K 0.07% 133
2023
Q2 		– Sell
-300
Closed -$236K – 81
2023
Q1 		$236K Sell
300
-699
-70% -$214K 0.14% 95
2022
Q4 		$315K Buy
+999
New +$304K 0.09% 111
2022
Q3 		– Sell
-977
Closed -$270K – 140
2022
Q2 		$270K Sell
977
-309
-24% -$91.2K 0.09% 131
2022
Q1 		$387K Sell
1,286
-154
-11% -$53.4K 0.15% 108
2021
Q4 		$600K Sell
1,440
-2
-0.1% -$761 0.22% 83
2021
Q3 		$475K Sell
1,442
-21
-1% -$6.9K 0.21% 87
2021
Q2 		$469K Buy
1,463
+575
+65% +$183K 0.27% 71
2021
Q1 		$272K Buy
+888
New +$245K 0.23% 64

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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

Fermata Advisors's HD Position: Q3 2026 in Review

Fermata Advisors sold out of Home Depot (HD) in Q3 2026, closing a stake of 804 shares — an estimated $284K sold.

Fermata Advisors first reported a position in HD in Q1 2021 and held it in 17 quarters. The position peaked at $688K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Fermata Advisors reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 804 Home Depot shares in Q3 2026, an estimated $284K.
  • Fermata Advisors first reported a position in Home Depot in Q1 2021 and held it in 17 quarters.
  • Fermata Advisors's Home Depot position peaked at $688K in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.