Holos Integrated Wealth
HD icon

Holos Integrated Wealth’s Home Depot HD Stock Holding History

Holos Integrated Wealth’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 		$171K Buy
552
+81
+17% +$26.6K 0.08% 91
2026
Q2 		$163K Hold
471
– – 0.08% 95
2026
Q1 		$150K Buy
471
+100
+27% +$36.4K 0.08% 98
2025
Q4 		$128K Hold
371
– – 0.07% 79
2025
Q3 		$139K Hold
371
– – 0.08% 74
2025
Q2 		$144K Hold
371
– – 0.09% 73
2025
Q1 		$136K Sell
371
-36
-9% -$14K 0.09% 75
2024
Q4 		$158K Buy
+407
New +$166K 0.11% 61

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Holos Integrated Wealth's HD Position: Q3 2026 in Review

Holos Integrated Wealth increased its Home Depot (HD) stake by 17% in Q3 2026, buying an estimated $26.6K and bringing the position to 552 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #91.

Holos Integrated Wealth first reported a position in HD in Q4 2024 and has held it in 8 quarters since. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Holos Integrated Wealth held 552 shares of Home Depot worth $171K as of Q3 2026.
  • Holos Integrated Wealth bought 81 Home Depot shares in Q3 2026, an estimated $26.6K.
  • Home Depot made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #91 holding.
  • Holos Integrated Wealth first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.