Forteris Wealth Management
HD icon

Forteris Wealth Management’s Home Depot HD Stock Holding History

Forteris 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 		$809K Buy
2,842
+246
+9% +$80.8K 0.67% 37
2026
Q2 		$916K Buy
2,596
+200
+8% +$65.1K 0.75% 34
2026
Q1 		$788K Buy
2,396
+22
+0.9% +$8.02K 0.75% 35
2025
Q4 		$817K Buy
+2,374
New +$870K 0.8% 29

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

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

Forteris Wealth Management increased its Home Depot (HD) stake by 9.5% in Q3 2026, buying an estimated $80.8K and bringing the position to 2,842 shares worth $809K. The position accounts for 0.67% of the portfolio, ranked #37.

Forteris Wealth Management first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $916K in Q2 2026. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Forteris Wealth Management held 2,842 shares of Home Depot worth $809K as of Q3 2026.
  • Forteris Wealth Management bought 246 Home Depot shares in Q3 2026, an estimated $80.8K.
  • Home Depot made up 0.67% of Forteris Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Forteris Wealth Management first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Home Depot position peaked at $916K in Q2 2026.
  • 2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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