Koa Wealth Management
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Koa Wealth Management’s Home Depot HD Stock Holding History

Koa 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 		$1.88M Buy
6,601
+250
+4% +$82.1K 1.22% 24
2026
Q2 		$2.24M Sell
6,351
-53
-0.8% -$17.2K 1.52% 17
2026
Q1 		$2.11M Sell
6,404
-125
-2% -$45.6K 1.52% 19
2025
Q4 		$2.25M Buy
6,529
+1,980
+44% +$725K 1.54% 19
2025
Q3 		$1.84M Sell
4,549
-149
-3% -$58.6K 1.37% 22
2025
Q2 		$1.72M Buy
4,698
+19
+0.4% +$6.88K 1.37% 23
2025
Q1 		$1.71M Sell
4,679
-68
-1% -$26.5K 1.38% 24
2024
Q4 		$1.85M Sell
4,747
-63
-1% -$25.7K 1.51% 24
2024
Q3 		$1.95M Sell
4,810
-116
-2% -$42.3K 1.51% 24
2024
Q2 		$1.7M Sell
4,926
-53
-1% -$18.1K 1.43% 23
2024
Q1 		$1.91M Sell
4,979
-85
-2% -$31.1K 1.72% 20
2023
Q4 		$1.75M Buy
+5,064
New +$1.57M 1.73% 20

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

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

Koa Wealth Management increased its Home Depot (HD) stake by 3.9% in Q3 2026, buying an estimated $82.1K and bringing the position to 6,601 shares worth $1.88M. The position accounts for 1.22% of the portfolio, ranked #24.

Koa Wealth Management first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q4 2025. 1,790 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Koa Wealth Management held 6,601 shares of Home Depot worth $1.88M as of Q3 2026.
  • Koa Wealth Management bought 250 Home Depot shares in Q3 2026, an estimated $82.1K.
  • Home Depot made up 1.22% of Koa Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Koa Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Koa Wealth Management's Home Depot position peaked at $2.25M in Q4 2025.
  • 1,790 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.