FF
HD icon

Formulate Financial’s Home Depot HD Stock Holding History

Formulate Financial’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 		$215K Hold
757
– – 0.22% 24
2026
Q2 		$267K Hold
757
– – 0.28% 23
2026
Q1 		$249K Sell
757
-2
-0.3% -$729 0.31% 23
2025
Q4 		$261K Hold
759
– – 0.31% 24
2025
Q3 		$308K Buy
+759
New +$298K 0.38% 19

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Formulate Financial's HD Position: Q3 2026 in Review

Formulate Financial held its Home Depot (HD) position steady in Q3 2026 at 757 shares worth $215K. The position accounts for 0.22% of the portfolio, ranked #24.

Formulate Financial first reported a position in HD in Q3 2025 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 2,774 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Formulate Financial held 757 shares of Home Depot worth $215K as of Q3 2026.
  • Formulate Financial left its Home Depot share count unchanged in Q3 2026.
  • Home Depot made up 0.22% of Formulate Financial's portfolio in Q3 2026, its #24 holding.
  • Formulate Financial first reported a position in Home Depot in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Home Depot position peaked at $308K in Q3 2025.
  • 2,774 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.