McCarter Private Wealth Services
HD icon

McCarter Private Wealth Services’s Home Depot HD Stock Holding History

McCarter Private Wealth Services’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 		$480K Buy
1,688
+33
+2% +$10.8K 0.16% 114
2026
Q2 		$584K Sell
1,655
-220
-12% -$71.6K 0.2% 102
2026
Q1 		$617K Buy
1,875
+166
+10% +$60.5K 0.27% 82
2025
Q4 		$588K Buy
1,709
+460
+37% +$168K 0.26% 80
2025
Q3 		$506K Sell
1,249
-76
-6% -$29.9K 0.26% 78
2025
Q2 		$486K Sell
1,325
-664
-33% -$240K 0.28% 67
2025
Q1 		$729K Buy
1,989
+183
+10% +$71.3K 0.48% 44
2024
Q4 		$703K Buy
1,806
+16
+0.9% +$6.54K 0.45% 43
2024
Q3 		$725K Buy
+1,790
New +$653K 0.46% 45

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

McCarter Private Wealth Services's HD Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Home Depot (HD) stake by 2% in Q3 2026, buying an estimated $10.8K and bringing the position to 1,688 shares worth $480K. The position accounts for 0.16% of the portfolio, ranked #114.

McCarter Private Wealth Services first reported a position in HD in Q3 2024 and has held it in 9 quarters since. The position peaked at $729K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • McCarter Private Wealth Services held 1,688 shares of Home Depot worth $480K as of Q3 2026.
  • McCarter Private Wealth Services bought 33 Home Depot shares in Q3 2026, an estimated $10.8K.
  • Home Depot made up 0.16% of McCarter Private Wealth Services's portfolio in Q3 2026, its #114 holding.
  • McCarter Private Wealth Services first reported a position in Home Depot in Q3 2024 and has held it in 9 quarters since.
  • McCarter Private Wealth Services's Home Depot position peaked at $729K in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.