Kellett Wealth Advisors
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Kellett Wealth Advisors’s Home Depot HD Stock Holding History

Kellett Wealth Advisors’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 		$298K Buy
1,049
+46
+5% +$15.1K 0.11% 82
2026
Q2 		$354K Buy
1,003
+153
+18% +$49.8K 0.16% 64
2026
Q1 		$280K Buy
850
+93
+12% +$33.9K 0.15% 65
2025
Q4 		$261K Buy
757
+37
+5% +$13.6K 0.15% 64
2025
Q3 		$292K Sell
720
-46
-6% -$18.1K 0.18% 59
2025
Q2 		$281K Buy
766
+103
+16% +$37.3K 0.18% 55
2025
Q1 		$243K Buy
663
+40
+6% +$15.6K 0.17% 61
2024
Q4 		$242K Sell
623
-66
-10% -$27K 0.17% 57
2024
Q3 		$279K Buy
+689
New +$251K 0.2% 58
2024
Q2 		– Sell
-607
Closed -$233K – 74
2024
Q1 		$233K Sell
607
-4
-0.7% -$1.46K 0.16% 74
2023
Q4 		$212K Buy
+611
New +$189K 0.16% 74
2023
Q1 		– Sell
-721
Closed -$228K – 57
2022
Q4 		$228K Hold
721
– – 0.22% 48
2022
Q3 		$214K Sell
721
-20
-3% -$5.9K 0.26% 48
2022
Q2 		$203K Hold
741
– – 0.26% 56
2022
Q1 		$222K Buy
741
+29
+4% +$10.1K 0.18% 55
2021
Q4 		$296K Buy
+712
New +$271K 0.23% 47

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

Kellett Wealth Advisors's HD Position: Q3 2026 in Review

Kellett Wealth Advisors increased its Home Depot (HD) stake by 4.6% in Q3 2026, buying an estimated $15.1K and bringing the position to 1,049 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #82.

Kellett Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 16 quarters since. The position peaked at $354K in Q2 2026. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Kellett Wealth Advisors held 1,049 shares of Home Depot worth $298K as of Q3 2026.
  • Kellett Wealth Advisors bought 46 Home Depot shares in Q3 2026, an estimated $15.1K.
  • Home Depot made up 0.11% of Kellett Wealth Advisors's portfolio in Q3 2026, its #82 holding.
  • Kellett Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 16 quarters since.
  • Kellett Wealth Advisors's Home Depot position peaked at $354K in Q2 2026.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.