Mount Vernon Associates
HD icon

Mount Vernon Associates’s Home Depot HD Stock Holding History

Mount Vernon Associates’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 		$236K Hold
830
– – 0.16% 51
2026
Q2 		$293K Hold
830
– – 0.19% 51
2026
Q1 		$273K Hold
830
– – 0.19% 52
2025
Q4 		$286K Buy
+830
New +$304K 0.19% 50

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Mount Vernon Associates's HD Position: Q3 2026 in Review

Mount Vernon Associates held its Home Depot (HD) position steady in Q3 2026 at 830 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #51.

Mount Vernon Associates first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2026. 1,875 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Mount Vernon Associates held 830 shares of Home Depot worth $236K as of Q3 2026.
  • Mount Vernon Associates left its Home Depot share count unchanged in Q3 2026.
  • Home Depot made up 0.16% of Mount Vernon Associates's portfolio in Q3 2026, its #51 holding.
  • Mount Vernon Associates first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • Mount Vernon Associates's Home Depot position peaked at $293K in Q2 2026.
  • 1,875 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.