Finer Wealth Management
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Finer Wealth Management’s Home Depot HD Stock Holding History

Finer 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 		$365K Buy
1,283
+5
+0.4% +$1.64K 0.14% 69
2026
Q2 		$451K Buy
1,278
+4
+0.3% +$1.3K 0.2% 62
2026
Q1 		$419K Sell
1,274
-44
-3% -$16K 0.21% 65
2025
Q4 		$454K Buy
1,318
+4
+0.3% +$1.46K 0.22% 61
2025
Q3 		$532K Sell
1,314
-8
-0.6% -$3.15K 0.27% 55
2025
Q2 		$485K Sell
1,322
-118
-8% -$42.7K 0.26% 57
2025
Q1 		$528K Buy
1,440
+1
+0.1% +$390 0.32% 57
2024
Q4 		$560K Buy
1,439
+4
+0.3% +$1.63K 0.32% 56
2024
Q3 		$581K Sell
1,435
-80
-5% -$29.2K 0.36% 54
2024
Q2 		$522K Sell
1,515
-105
-6% -$35.8K 0.34% 51
2024
Q1 		$621K Buy
1,620
+33
+2% +$12.1K 0.41% 49
2023
Q4 		$550K Sell
1,587
-105
-6% -$32.5K 0.41% 52
2023
Q3 		$511K Sell
1,692
-290
-15% -$93.3K 0.41% 50
2023
Q2 		$616K Buy
1,982
+4
+0.2% +$1.18K 0.48% 48
2023
Q1 		$584K Buy
1,978
+3
+0.2% +$920 0.49% 51
2022
Q4 		$624K Buy
1,975
+15
+0.8% +$4.57K 0.58% 44
2022
Q3 		$541K Buy
1,960
+3
+0.2% +$886 0.53% 49
2022
Q2 		$537K Sell
1,957
-154
-7% -$45.5K 0.49% 46
2022
Q1 		$632K Buy
2,111
+90
+4% +$31.2K 0.52% 45
2021
Q4 		$839K Buy
+2,021
New +$769K 0.7% 42

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Finer Wealth Management increased its Home Depot (HD) stake by 0.39% in Q3 2026, buying an estimated $1.64K and bringing the position to 1,283 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #69.

Finer Wealth Management first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $839K in Q4 2021. 2,605 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Finer Wealth Management held 1,283 shares of Home Depot worth $365K as of Q3 2026.
  • Finer Wealth Management bought 5 Home Depot shares in Q3 2026, an estimated $1.64K.
  • Home Depot made up 0.14% of Finer Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Finer Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Home Depot position peaked at $839K in Q4 2021.
  • 2,605 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.