Optivise Advisory Services’s Home Depot HD Stock Holding History

Optivise Advisory 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	$579K	Sell	2,036 -6	-0.3%	-$1.97K	0.28%	97
2026 Q2	$720K	Sell	2,042 -4	-0.2%	-$1.3K	0.37%	81
2026 Q1	$673K	Buy	2,046 +65	+3%	+$23.7K	0.41%	69
2025 Q4	$682K	Buy	1,981 +362	+22%	+$133K	0.39%	75
2025 Q3	$656K	Buy	1,619 +201	+14%	+$79K	0.39%	67
2025 Q2	$520K	Sell	1,418 -39	-3%	-$14.1K	0.27%	92
2025 Q1	$534K	Buy	1,457 +114	+8%	+$44.4K	0.3%	80
2024 Q4	$523K	Buy	1,343 +98	+8%	+$40K	0.28%	85
2024 Q3	$504K	Sell	1,245 -220	-15%	-$80.2K	0.27%	79
2024 Q2	$504K	Buy	+1,465	New	+$500K	0.27%	81

Other funds holding HD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's HD Position: Q3 2026 in Review

Optivise Advisory Services reduced its Home Depot (HD) stake by 0.29% in Q3 2026, selling an estimated $1.97K and leaving 2,036 shares worth $579K. The position accounts for 0.28% of the portfolio, ranked #97.

Optivise Advisory Services first reported a position in HD in Q2 2024 and has held it in 10 quarters since. The position peaked at $720K in Q2 2026. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Optivise Advisory Services held 2,036 shares of Home Depot worth $579K as of Q3 2026.
Optivise Advisory Services sold 6 Home Depot shares in Q3 2026, an estimated $1.97K.
Home Depot made up 0.28% of Optivise Advisory Services's portfolio in Q3 2026, its #97 holding.
Optivise Advisory Services first reported a position in Home Depot in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Home Depot position peaked at $720K in Q2 2026.
2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.