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Green Ridge Wealth Planning’s Home Depot HD Stock Holding History

Green Ridge Wealth Planning’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 		$323K Sell
1,137
-73
-6% -$24K 0.13% 67
2026
Q2 		$427K Sell
1,210
-188
-13% -$61.2K 0.18% 57
2026
Q1 		$460K Sell
1,398
-19
-1% -$6.92K 0.24% 48
2025
Q4 		$488K Buy
+1,417
New +$519K 0.25% 46

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Green Ridge Wealth Planning's HD Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Home Depot (HD) stake by 6% in Q3 2026, selling an estimated $24K and leaving 1,137 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #67.

Green Ridge Wealth Planning first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $488K in Q4 2025. 141 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Green Ridge Wealth Planning held 1,137 shares of Home Depot worth $323K as of Q3 2026.
  • Green Ridge Wealth Planning sold 73 Home Depot shares in Q3 2026, an estimated $24K.
  • Home Depot made up 0.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #67 holding.
  • Green Ridge Wealth Planning first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Home Depot position peaked at $488K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.