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Montz Harcus Wealth Management’s Home Depot HD Stock Holding History

Montz Harcus 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 		$505K Buy
1,776
+91
+5% +$29.9K 0.18% 51
2026
Q2 		$594K Sell
1,685
-37
-2% -$12K 0.21% 44
2026
Q1 		$566K Sell
1,722
-36
-2% -$13.1K 0.23% 47
2025
Q4 		$605K Sell
1,758
-30
-2% -$11K 0.25% 42
2025
Q3 		$725K Buy
1,788
+9
+0.5% +$3.54K 0.32% 36
2025
Q2 		$652K Sell
1,779
-167
-9% -$60.4K 0.31% 38
2025
Q1 		$713K Buy
1,946
+6
+0.3% +$2.34K 0.39% 30
2024
Q4 		$755K Buy
1,940
+16
+0.8% +$6.54K 0.42% 27
2024
Q3 		$780K Sell
1,924
-341
-15% -$124K 0.46% 25
2024
Q2 		$780K Sell
2,265
-125
-5% -$42.6K 0.51% 24
2024
Q1 		$917K Buy
2,390
+96
+4% +$35.1K 0.62% 22
2023
Q4 		$795K Buy
2,294
+246
+12% +$76.2K 0.61% 23
2023
Q3 		$619K Sell
2,048
-36
-2% -$11.6K 0.53% 24
2023
Q2 		$647K Buy
2,084
+226
+12% +$66.8K 0.54% 23
2023
Q1 		$548K Buy
1,858
+55
+3% +$16.9K 0.51% 25
2022
Q4 		$570K Buy
1,803
+120
+7% +$36.6K 0.56% 23
2022
Q3 		$464K Buy
1,683
+11
+0.7% +$3.25K 0.51% 24
2022
Q2 		$459K Buy
1,672
+45
+3% +$13.3K 0.48% 26
2022
Q1 		$487K Buy
1,627
+343
+27% +$119K 0.44% 27
2021
Q4 		$533K Buy
+1,284
New +$489K 0.47% 27

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Montz Harcus Wealth Management's HD Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Home Depot (HD) stake by 5.4% in Q3 2026, buying an estimated $29.9K and bringing the position to 1,776 shares worth $505K. The position accounts for 0.18% of the portfolio, ranked #51.

Montz Harcus Wealth Management first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $917K in Q1 2024. 192 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Montz Harcus Wealth Management held 1,776 shares of Home Depot worth $505K as of Q3 2026.
  • Montz Harcus Wealth Management bought 91 Home Depot shares in Q3 2026, an estimated $29.9K.
  • Home Depot made up 0.18% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Montz Harcus Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's Home Depot position peaked at $917K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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