Jacksonville Wealth Management
HD icon

Jacksonville Wealth Management’s Home Depot HD Stock Holding History

Jacksonville Wealth Management’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 		$1.58M Sell
5,570
-554
-9% -$182K 0.83% 25
2026
Q2 		$2.16M Sell
6,124
-34
-0.6% -$11.1K 1.22% 20
2026
Q1 		$2.03M Sell
6,158
-12
-0.2% -$4.37K 1.37% 18
2025
Q4 		$2.12M Sell
6,170
-173
-3% -$63.4K 1.5% 19
2025
Q3 		$2.57M Sell
6,343
-63
-1% -$24.8K 1.89% 15
2025
Q2 		$2.35M Buy
6,406
+580
+10% +$210K 1.89% 15
2025
Q1 		$2.14M Buy
5,826
+741
+15% +$289K 2.1% 13
2024
Q4 		$1.98M Buy
+5,085
New +$2.08M 1.85% 17

Other funds holding HD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Jacksonville Wealth Management's HD Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its Home Depot (HD) stake by 9% in Q3 2026, selling an estimated $182K and leaving 5,570 shares worth $1.58M. The position accounts for 0.83% of the portfolio, ranked #25.

Jacksonville Wealth Management first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q3 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Jacksonville Wealth Management held 5,570 shares of Home Depot worth $1.58M as of Q3 2026.
  • Jacksonville Wealth Management sold 554 Home Depot shares in Q3 2026, an estimated $182K.
  • Home Depot made up 0.83% of Jacksonville Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Jacksonville Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
  • Jacksonville Wealth Management's Home Depot position peaked at $2.57M in Q3 2025.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.