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Legacy Wealth Asset Management’s Home Depot HD Stock Holding History

Legacy Wealth Asset 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 		$611K Buy
2,147
+17
+0.8% +$5.58K 0.13% 226
2026
Q2 		$751K Buy
2,130
+5
+0.2% +$1.63K 0.16% 188
2026
Q1 		$699K Buy
2,125
+96
+5% +$35K 0.17% 200
2025
Q4 		$698K Buy
2,029
+41
+2% +$15K 0.17% 187
2025
Q3 		$806K Buy
1,988
+5
+0.3% +$1.97K 0.2% 149
2025
Q2 		$727K Sell
1,983
-2
-0.1% -$724 0.18% 159
2025
Q1 		$727K Sell
1,985
-26
-1% -$10.1K 0.2% 150
2024
Q4 		$782K Sell
2,011
-35
-2% -$14.3K 0.21% 127
2024
Q3 		$829K Sell
2,046
-6
-0.3% -$2.19K 0.22% 118
2024
Q2 		$706K Hold
2,052
– – 0.2% 140
2024
Q1 		$787K Sell
2,052
-1
-0% -$365 0.22% 130
2023
Q4 		$711K Sell
2,053
-15
-0.7% -$4.64K 0.23% 135
2023
Q3 		$625K Hold
2,068
– – 0.23% 141
2023
Q2 		$642K Buy
2,068
+4
+0.2% +$1.18K 0.22% 149
2023
Q1 		$609K Sell
2,064
-20
-1% -$6.13K 0.22% 153
2022
Q4 		$658K Buy
2,084
+3
+0.1% +$914 0.25% 140
2022
Q3 		$574K Sell
2,081
-894
-30% -$264K 0.25% 139
2022
Q2 		$816K Buy
2,975
+53
+2% +$15.6K 0.33% 117
2022
Q1 		$875K Buy
2,922
+107
+4% +$37.1K 0.31% 127
2021
Q4 		$1.17M Sell
2,815
-12
-0.4% -$4.57K 0.4% 66
2021
Q3 		$928K Buy
2,827
+26
+0.9% +$8.54K 0.42% 76
2021
Q2 		$893K Buy
2,801
+42
+2% +$13.4K 0.4% 86
2021
Q1 		$842K Buy
2,759
+53
+2% +$14.6K 0.39% 88
2020
Q4 		$719K Buy
+2,706
New +$744K 0.36% 104

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Legacy Wealth Asset Management's HD Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Home Depot (HD) stake by 0.8% in Q3 2026, buying an estimated $5.58K and bringing the position to 2,147 shares worth $611K. The position accounts for 0.13% of the portfolio, ranked #226.

Legacy Wealth Asset Management first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q4 2021. 197 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Legacy Wealth Asset Management held 2,147 shares of Home Depot worth $611K as of Q3 2026.
  • Legacy Wealth Asset Management bought 17 Home Depot shares in Q3 2026, an estimated $5.58K.
  • Home Depot made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #226 holding.
  • Legacy Wealth Asset Management first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Home Depot position peaked at $1.17M in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.