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

Luminvest 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 		– Sell
-648
Closed -$228K – 51
2026
Q2 		$228K Buy
648
+41
+7% +$13.3K 0.05% 56
2026
Q1 		$200K Hold
607
– – 0.05% 55
2025
Q4 		$209K Hold
607
– – 0.06% 48
2025
Q3 		$246K Buy
+607
New +$239K 0.08% 40
2024
Q4 		– Sell
-507
Closed -$206K – 33
2024
Q3 		$206K Buy
+507
New +$185K 0.09% 33

Other funds holding HD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

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

Luminvest Wealth Management sold out of Home Depot (HD) in Q3 2026, closing a stake of 648 shares — an estimated $228K sold.

Luminvest Wealth Management first reported a position in HD in Q3 2024 and held it in 5 quarters. The position peaked at $246K in Q3 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Luminvest Wealth Management reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Luminvest Wealth Management sold 648 Home Depot shares in Q3 2026, an estimated $228K.
  • Luminvest Wealth Management first reported a position in Home Depot in Q3 2024 and held it in 5 quarters.
  • Luminvest Wealth Management's Home Depot position peaked at $246K in Q3 2025.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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