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Moneywise Inc’s Home Depot HD Stock Holding History

Moneywise Inc’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
-654
Closed -$231K – 75
2026
Q2 		$231K Hold
654
– – 0.09% 79
2026
Q1 		$215K Hold
654
– – 0.09% 80
2025
Q4 		$225K Hold
654
– – 0.09% 76
2025
Q3 		$265K Buy
+654
New +$257K 0.12% 61
2024
Q4 		– Sell
-500
Closed -$203K – 58
2024
Q3 		$203K Buy
+500
New +$182K 0.1% 59

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Moneywise Inc's HD Position: Q3 2026 in Review

Moneywise Inc sold out of Home Depot (HD) in Q3 2026, closing a stake of 654 shares — an estimated $231K sold.

Moneywise Inc first reported a position in HD in Q3 2024 and held it in 5 quarters. The position peaked at $265K in Q3 2025. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Moneywise Inc reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Moneywise Inc sold 654 Home Depot shares in Q3 2026, an estimated $231K.
  • Moneywise Inc first reported a position in Home Depot in Q3 2024 and held it in 5 quarters.
  • Moneywise Inc's Home Depot position peaked at $265K in Q3 2025.
  • 2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.