Legacy Advisors
HD icon

Legacy Advisors’s Home Depot HD Stock Holding History

Legacy 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 		$1.18M Sell
4,157
-2,688
-39% -$882K 0.11% 96
2026
Q2 		$2.41M Buy
6,845
+3,238
+90% +$1.05M 0.23% 57
2026
Q1 		$1.19M Sell
3,607
-248
-6% -$90.4K 0.14% 92
2025
Q4 		$1.33M Buy
3,855
+383
+11% +$140K 0.14% 87
2025
Q3 		$1.41M Buy
+3,472
New +$1.37M 0.17% 78
2025
Q1 		$4.18M Sell
11,393
-986
-8% -$384K 0.43% 46
2024
Q4 		$4.82M Buy
12,379
+55
+0.4% +$22.5K 0.47% 39
2024
Q3 		$4.99M Buy
12,324
+756
+7% +$276K 0.54% 35
2024
Q2 		$3.98M Sell
11,568
-1,144
-9% -$390K 0.48% 35
2024
Q1 		$4.88M Sell
12,712
-472
-4% -$172K 0.62% 29
2023
Q4 		$4.57M Buy
13,184
+1,911
+17% +$592K 0.59% 28
2023
Q3 		$3.41M Buy
11,273
+1,042
+10% +$335K 0.55% 39
2023
Q2 		$3.18M Buy
10,231
+2,782
+37% +$822K 0.47% 49
2023
Q1 		$2.2M Buy
7,449
+485
+7% +$149K 0.41% 60
2022
Q4 		$2.2M Buy
6,964
+1,334
+24% +$406K 0.4% 53
2022
Q3 		$1.55M Sell
5,630
-241
-4% -$71.1K 0.34% 58
2022
Q2 		$1.61M Buy
5,871
+2,220
+61% +$655K 0.34% 53
2022
Q1 		$1.09M Buy
3,651
+3,036
+494% +$1.05M 0.21% 70
2021
Q4 		$255K Sell
615
-13
-2% -$4.95K 0.09% 109
2021
Q3 		$206K Buy
+628
New +$206K 0.08% 123
2019
Q3 		– Sell
-892
Closed -$186K – 197
2019
Q2 		$186K Buy
892
+295
+49% +$58.8K 0.13% 116
2019
Q1 		$115K Buy
+597
New +$110K 0.04% 144
2018
Q4 		– Sell
-847
Closed -$175K – 225
2018
Q3 		$175K Buy
847
+250
+42% +$50.3K 0.09% 145
2018
Q2 		$116K Hold
597
– – 0.09% 125
2018
Q1 		$103K Buy
597
+437
+273% +$82K 0.08% 115
2017
Q4 		$30K Sell
160
-31
-16% -$5.35K 0.03% 156
2017
Q3 		$31K Buy
+191
New +$29.3K 0.03% 134

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

Legacy Advisors's HD Position: Q3 2026 in Review

Legacy Advisors reduced its Home Depot (HD) stake by 39% in Q3 2026, selling an estimated $882K and leaving 4,157 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #96.

Legacy Advisors first reported a position in HD in Q3 2017 and has held it in 27 quarters since. The position peaked at $4.99M in Q3 2024. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Legacy Advisors held 4,157 shares of Home Depot worth $1.18M as of Q3 2026.
  • Legacy Advisors sold 2,688 Home Depot shares in Q3 2026, an estimated $882K.
  • Home Depot made up 0.11% of Legacy Advisors's portfolio in Q3 2026, its #96 holding.
  • Legacy Advisors first reported a position in Home Depot in Q3 2017 and has held it in 27 quarters since.
  • Legacy Advisors's Home Depot position peaked at $4.99M in Q3 2024.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.