Lantz Financial
HD icon

Lantz Financial’s Home Depot HD Stock Holding History

Lantz Financial’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 		$1.52M Sell
5,339
-522
-9% -$171K 0.28% 87
2026
Q2 		$2.07M Buy
5,861
+89
+2% +$29K 0.38% 73
2026
Q1 		$1.9M Sell
5,772
-39
-0.7% -$14.2K 0.39% 68
2025
Q4 		$2M Sell
5,811
-168
-3% -$61.5K 0.42% 63
2025
Q3 		$2.42M Buy
5,979
+62
+1% +$24.4K 0.54% 48
2025
Q2 		$2.17M Sell
5,917
-51
-0.9% -$18.5K 0.54% 51
2025
Q1 		$2.19M Sell
5,968
-285
-5% -$111K 0.6% 44
2024
Q4 		$2.43M Buy
6,253
+39
+0.6% +$15.9K 0.65% 38
2024
Q3 		$2.52M Buy
6,214
+204
+3% +$74.4K 0.68% 42
2024
Q2 		$2.07M Buy
6,010
+89
+2% +$30.4K 0.64% 43
2024
Q1 		$2.27M Sell
5,921
-184
-3% -$67.2K 0.73% 37
2023
Q4 		$2.12M Buy
6,105
+363
+6% +$112K 0.76% 30
2023
Q3 		$1.74M Sell
5,742
-88
-2% -$28.3K 0.69% 37
2023
Q2 		$1.81M Buy
5,830
+37
+0.6% +$10.9K 0.71% 39
2023
Q1 		$1.71M Sell
5,793
-34
-0.6% -$10.4K 0.71% 40
2022
Q4 		$1.84M Buy
5,827
+48
+0.8% +$14.6K 0.84% 31
2022
Q3 		$1.6M Buy
5,779
+15
+0.3% +$4.43K 0.83% 32
2022
Q2 		$1.58M Buy
5,764
+31
+0.5% +$9.15K 0.71% 35
2022
Q1 		$1.72M Buy
5,733
+38
+0.7% +$13.2K 0.7% 36
2021
Q4 		$2.36M Buy
5,695
+35
+0.6% +$13.3K 1.09% 16
2021
Q3 		$1.86M Buy
5,660
+56
+1% +$18.4K 0.95% 21
2021
Q2 		$1.79M Sell
5,604
-19
-0.3% -$6.04K 0.92% 26
2021
Q1 		$1.72M Buy
+5,623
New +$1.55M 0.98% 27

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
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Lantz Financial's HD Position: Q3 2026 in Review

Lantz Financial reduced its Home Depot (HD) stake by 8.9% in Q3 2026, selling an estimated $171K and leaving 5,339 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #87.

Lantz Financial first reported a position in HD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.52M in Q3 2024. 1,113 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Lantz Financial held 5,339 shares of Home Depot worth $1.52M as of Q3 2026.
  • Lantz Financial sold 522 Home Depot shares in Q3 2026, an estimated $171K.
  • Home Depot made up 0.28% of Lantz Financial's portfolio in Q3 2026, its #87 holding.
  • Lantz Financial first reported a position in Home Depot in Q1 2021 and has held it in 23 quarters since.
  • Lantz Financial's Home Depot position peaked at $2.52M in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.