High Net Worth Advisory Group
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High Net Worth Advisory Group’s Home Depot HD Stock Holding History

High Net Worth Advisory Group’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 		$2.6M Sell
9,133
-633
-6% -$208K 0.55% 45
2026
Q2 		$3.44M Sell
9,766
-225
-2% -$73.2K 0.73% 31
2026
Q1 		$3.29M Buy
9,991
+22
+0.2% +$8.02K 0.77% 32
2025
Q4 		$3.43M Sell
9,969
-20
-0.2% -$7.32K 0.79% 32
2025
Q3 		$4.05M Buy
9,989
+152
+2% +$59.8K 0.97% 26
2025
Q2 		$3.61M Hold
9,837
– – 0.95% 28
2025
Q1 		$3.61M Hold
9,837
– – 1.02% 27
2024
Q4 		$3.83M Sell
9,837
-47
-0.5% -$19.2K 1.07% 24
2024
Q3 		$4M Buy
9,884
+34
+0.3% +$12.4K 1.1% 24
2024
Q2 		$3.39M Sell
9,850
-36
-0.4% -$12.3K 1.03% 25
2024
Q1 		$3.79M Buy
9,886
+1,381
+16% +$505K 1.19% 24
2023
Q4 		$2.95M Buy
8,505
+12
+0.1% +$3.72K 1.09% 21
2023
Q3 		$2.57M Buy
8,493
+58
+0.7% +$18.7K 1.03% 23
2023
Q2 		$2.62M Buy
8,435
+229
+3% +$67.6K 1.02% 22
2023
Q1 		$2.42M Sell
8,206
-397
-5% -$122K 0.99% 21
2022
Q4 		$2.72M Sell
8,603
-151
-2% -$46K 1.06% 16
2022
Q3 		$2.42M Sell
8,754
-405
-4% -$120K 1.03% 19
2022
Q2 		$2.51M Buy
9,159
+1,121
+14% +$331K 1.04% 16
2022
Q1 		$2.41M Buy
8,038
+88
+1% +$30.5K 0.87% 24
2021
Q4 		$3.3M Buy
+7,950
New +$3.03M 1.15% 18

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

High Net Worth Advisory Group's HD Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Home Depot (HD) stake by 6.5% in Q3 2026, selling an estimated $208K and leaving 9,133 shares worth $2.6M. The position accounts for 0.55% of the portfolio, ranked #45.

High Net Worth Advisory Group first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.05M in Q3 2025. 1,904 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • High Net Worth Advisory Group held 9,133 shares of Home Depot worth $2.6M as of Q3 2026.
  • High Net Worth Advisory Group sold 633 Home Depot shares in Q3 2026, an estimated $208K.
  • Home Depot made up 0.55% of High Net Worth Advisory Group's portfolio in Q3 2026, its #45 holding.
  • High Net Worth Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Home Depot position peaked at $4.05M in Q3 2025.
  • 1,904 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.