Legacy Edge Advisors
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Legacy Edge Advisors’s Home Depot HD Stock Holding History

Legacy Edge 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 		$811K Sell
2,852
-214
-7% -$70.3K 0.07% 114
2026
Q2 		$1.08M Sell
3,066
-29
-0.9% -$9.43K 0.1% 101
2026
Q1 		$1.02M Sell
3,095
-52
-2% -$18.9K 0.11% 98
2025
Q4 		$1.08M Sell
3,147
-32
-1% -$11.7K 0.12% 90
2025
Q3 		$1.29M Buy
3,179
+33
+1% +$13K 0.15% 82
2025
Q2 		$1.15M Buy
3,146
+54
+2% +$19.5K 0.15% 79
2025
Q1 		$1.13M Buy
3,092
+487
+19% +$190K 0.18% 66
2024
Q4 		$1.01M Sell
2,605
-296
-10% -$121K 0.16% 69
2024
Q3 		$1.18M Sell
2,901
-78
-3% -$28.4K 0.19% 65
2024
Q2 		$1.03M Buy
2,979
+308
+12% +$105K 0.19% 63
2024
Q1 		$1.02M Sell
2,671
-48
-2% -$17.5K 0.21% 64
2023
Q4 		$942K Buy
+2,719
New +$842K 0.22% 67

Other funds holding HD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Edge Advisors's HD Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Home Depot (HD) stake by 7% in Q3 2026, selling an estimated $70.3K and leaving 2,852 shares worth $811K. The position accounts for 0.07% of the portfolio, ranked #114.

Legacy Edge Advisors first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q3 2025. 3,208 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Legacy Edge Advisors held 2,852 shares of Home Depot worth $811K as of Q3 2026.
  • Legacy Edge Advisors sold 214 Home Depot shares in Q3 2026, an estimated $70.3K.
  • Home Depot made up 0.07% of Legacy Edge Advisors's portfolio in Q3 2026, its #114 holding.
  • Legacy Edge Advisors first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Home Depot position peaked at $1.29M in Q3 2025.
  • 3,208 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.