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Insight Wealth Strategies’s Home Depot HD Stock Holding History

Insight Wealth Strategies’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 		$6.21M Buy
21,838
+326
+2% +$107K 0.61% 57
2026
Q2 		$7.55M Buy
21,512
+5,547
+35% +$1.8M 0.74% 36
2026
Q1 		$5.25M Buy
15,965
+2,728
+21% +$994K 0.59% 58
2025
Q4 		$4.55M Buy
13,237
+595
+5% +$218K 0.52% 61
2025
Q3 		$5.12M Buy
12,642
+160
+1% +$62.9K 0.6% 48
2025
Q2 		$4.66M Buy
12,482
+874
+8% +$316K 0.59% 46
2025
Q1 		$4.25M Buy
11,608
+118
+1% +$46K 0.57% 49
2024
Q4 		$4.47M Sell
11,490
-104
-0.9% -$42.5K 0.6% 45
2024
Q3 		$4.7M Buy
11,594
+247
+2% +$90.1K 0.62% 41
2024
Q2 		$3.91M Buy
11,347
+956
+9% +$326K 0.56% 42
2024
Q1 		$3.99M Buy
10,391
+4,362
+72% +$1.59M 0.59% 36
2023
Q4 		$2.09M Buy
6,029
+255
+4% +$79K 0.34% 61
2023
Q3 		$1.74M Buy
5,774
+441
+8% +$142K 0.34% 60
2023
Q2 		$1.66M Buy
5,333
+72
+1% +$21.3K 0.32% 56
2023
Q1 		$1.55M Sell
5,261
-533
-9% -$163K 0.3% 55
2022
Q4 		$1.83M Buy
5,794
+32
+0.6% +$9.75K 0.35% 48
2022
Q3 		$1.58M Hold
5,762
– – 0.29% 50
2022
Q2 		$1.58M Buy
5,762
+843
+17% +$249K 0.29% 50
2022
Q1 		$1.47M Buy
4,919
+686
+16% +$238K 0.22% 76
2021
Q4 		$1.76M Buy
4,233
+358
+9% +$136K 0.25% 60
2021
Q3 		$1.27M Buy
3,875
+148
+4% +$48.6K 0.18% 81
2021
Q2 		$1.19M Sell
3,727
-1,709
-31% -$544K 0.17% 77
2021
Q1 		$1.66M Buy
5,436
+2,166
+66% +$597K 0.22% 67
2020
Q4 		$869K Buy
3,270
+33
+1% +$9.07K 0.15% 81
2020
Q3 		$899K Buy
3,237
+53
+2% +$14.4K 0.17% 63
2020
Q2 		$798K Buy
3,184
+34
+1% +$7.78K 0.18% 58
2020
Q1 		$588K Sell
3,150
-416
-12% -$91.3K 0.16% 63
2019
Q4 		$779K Sell
3,566
-12
-0.3% -$2.72K 0.16% 95
2019
Q3 		$830K Buy
3,578
+157
+5% +$34.3K 0.19% 81
2019
Q2 		$712K Sell
3,421
-6,428
-65% -$1.28M 0.17% 82
2019
Q1 		$1.89M Buy
9,849
+2,465
+33% +$452K 0.53% 37
2018
Q4 		$1.27M Buy
+7,384
New +$1.32M 0.39% 40

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Insight Wealth Strategies's HD Position: Q3 2026 in Review

Insight Wealth Strategies increased its Home Depot (HD) stake by 1.5% in Q3 2026, buying an estimated $107K and bringing the position to 21,838 shares worth $6.21M. The position accounts for 0.61% of the portfolio, ranked #57.

Insight Wealth Strategies first reported a position in HD in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.55M in Q2 2026. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Insight Wealth Strategies held 21,838 shares of Home Depot worth $6.21M as of Q3 2026.
  • Insight Wealth Strategies bought 326 Home Depot shares in Q3 2026, an estimated $107K.
  • Home Depot made up 0.61% of Insight Wealth Strategies's portfolio in Q3 2026, its #57 holding.
  • Insight Wealth Strategies first reported a position in Home Depot in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's Home Depot position peaked at $7.55M in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.