Intergy Private Wealth
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Intergy Private Wealth’s Home Depot HD Stock Holding History

Intergy Private 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 		$238K Buy
835
+27
+3% +$8.86K 0.05% 122
2026
Q2 		$285K Buy
808
+57
+8% +$18.5K 0.07% 109
2026
Q1 		$247K Buy
751
+69
+10% +$25.1K 0.07% 102
2025
Q4 		$235K Sell
682
-14
-2% -$5.13K 0.07% 100
2025
Q3 		$282K Buy
696
+35
+5% +$13.8K 0.09% 85
2025
Q2 		$242K Buy
661
+11
+2% +$3.98K 0.08% 88
2025
Q1 		$238K Sell
650
-12
-2% -$4.68K 0.09% 88
2024
Q4 		$257K Buy
662
+40
+6% +$16.3K 0.1% 78
2024
Q3 		$252K Buy
+622
New +$227K 0.1% 76

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

Intergy Private Wealth's HD Position: Q3 2026 in Review

Intergy Private Wealth increased its Home Depot (HD) stake by 3.3% in Q3 2026, buying an estimated $8.86K and bringing the position to 835 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #122.

Intergy Private Wealth first reported a position in HD in Q3 2024 and has held it in 9 quarters since. The position peaked at $285K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Intergy Private Wealth held 835 shares of Home Depot worth $238K as of Q3 2026.
  • Intergy Private Wealth bought 27 Home Depot shares in Q3 2026, an estimated $8.86K.
  • Home Depot made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #122 holding.
  • Intergy Private Wealth first reported a position in Home Depot in Q3 2024 and has held it in 9 quarters since.
  • Intergy Private Wealth's Home Depot position peaked at $285K in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.