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

Herold 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 		$3.85M Buy
13,525
+508
+4% +$167K 0.75% 34
2026
Q2 		$4.59M Buy
13,017
+210
+2% +$68.3K 0.91% 26
2026
Q1 		$4.21M Buy
12,807
+155
+1% +$56.5K 0.93% 27
2025
Q4 		$4.35M Buy
12,652
+124
+1% +$45.4K 0.97% 22
2025
Q3 		$5.08M Buy
12,528
+1,380
+12% +$543K 1.18% 18
2025
Q2 		$4.09M Sell
11,148
-1,353
-11% -$490K 0.86% 28
2025
Q1 		$4.58M Sell
12,501
-637
-5% -$248K 1.01% 24
2024
Q4 		$5.11M Sell
13,138
-461
-3% -$188K 1.11% 20
2024
Q3 		$5.51M Sell
13,599
-66
-0.5% -$24.1K 1.2% 16
2024
Q2 		$4.7M Buy
13,665
+545
+4% +$186K 1.09% 18
2024
Q1 		$5.03M Sell
13,120
-192
-1% -$70.1K 1.22% 14
2023
Q4 		$4.61M Buy
13,312
+13
+0.1% +$4.03K 1.28% 12
2023
Q3 		$4.02M Buy
13,299
+469
+4% +$151K 1.22% 15
2023
Q2 		$3.99M Buy
12,830
+576
+5% +$170K 1.22% 16
2023
Q1 		$3.62M Buy
12,254
+152
+1% +$46.6K 1.25% 18
2022
Q4 		$3.82M Buy
12,102
+976
+9% +$297K 1.62% 9
2022
Q3 		$3.07M Hold
11,126
– – 1.48% 8
2022
Q2 		$3.05M Buy
11,126
+270
+2% +$79.7K 1.36% 13
2022
Q1 		$3.25M Buy
10,856
+666
+7% +$231K 1.16% 13
2021
Q4 		$4.23M Buy
10,190
+125
+1% +$47.6K 1.64% 7
2021
Q3 		$3.3M Buy
+10,065
New +$3.3M 1.29% 9

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
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Herold Advisors's HD Position: Q3 2026 in Review

Herold Advisors increased its Home Depot (HD) stake by 3.9% in Q3 2026, buying an estimated $167K and bringing the position to 13,525 shares worth $3.85M. The position accounts for 0.75% of the portfolio, ranked #34.

Herold Advisors first reported a position in HD in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.51M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Herold Advisors held 13,525 shares of Home Depot worth $3.85M as of Q3 2026.
  • Herold Advisors bought 508 Home Depot shares in Q3 2026, an estimated $167K.
  • Home Depot made up 0.75% of Herold Advisors's portfolio in Q3 2026, its #34 holding.
  • Herold Advisors first reported a position in Home Depot in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Home Depot position peaked at $5.51M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.