Perfromance Wealth Partners
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Perfromance Wealth Partners’s Home Depot HD Stock Holding History

Perfromance Wealth Partners’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 		$250K Sell
878
-40
-4% -$13.1K 0.01% 192
2026
Q2 		$324K Sell
918
-8,774
-91% -$2.85M 0.01% 174
2026
Q1 		$3.19M Buy
9,692
+1,240
+15% +$452K 0.09% 44
2025
Q4 		$2.91M Sell
8,452
-603
-7% -$221K 0.08% 45
2025
Q3 		$3.67M Buy
9,055
+1,047
+13% +$412K 0.1% 33
2025
Q2 		$2.94M Buy
8,008
+964
+14% +$349K 0.09% 38
2025
Q1 		$2.58M Sell
7,044
-355
-5% -$138K 0.09% 37
2024
Q4 		$2.88M Sell
7,399
-269
-4% -$110K 0.09% 35
2024
Q3 		$3.11M Sell
7,668
-498
-6% -$182K 0.11% 33
2024
Q2 		$2.81M Sell
8,166
-759
-9% -$259K 0.1% 33
2024
Q1 		$3.42M Sell
8,925
-890
-9% -$325K 0.14% 40
2023
Q4 		$3.4M Sell
9,815
-1,068
-10% -$331K 0.15% 48
2023
Q3 		$3.29M Buy
10,883
+1,927
+22% +$620K 0.16% 50
2023
Q2 		$2.78M Buy
8,956
+2,321
+35% +$686K 0.13% 56
2023
Q1 		$1.96M Buy
6,635
+2,087
+46% +$640K 0.1% 62
2022
Q4 		$1.44M Buy
4,548
+565
+14% +$172K 0.09% 62
2022
Q3 		$1.1M Buy
3,983
+95
+2% +$28K 0.06% 64
2022
Q2 		$1.07M Buy
3,888
+256
+7% +$75.6K 0.06% 66
2022
Q1 		$1.09M Buy
3,632
+584
+19% +$203K 0.05% 72
2021
Q4 		$1.26M Buy
+3,048
New +$1.16M 0.05% 73

Other funds holding HD

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Perfromance Wealth Partners's HD Position: Q3 2026 in Review

Perfromance Wealth Partners reduced its Home Depot (HD) stake by 4.4% in Q3 2026, selling an estimated $13.1K and leaving 878 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #192.

Perfromance Wealth Partners first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.67M in Q3 2025. 2,956 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Perfromance Wealth Partners held 878 shares of Home Depot worth $250K as of Q3 2026.
  • Perfromance Wealth Partners sold 40 Home Depot shares in Q3 2026, an estimated $13.1K.
  • Home Depot made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #192 holding.
  • Perfromance Wealth Partners first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Perfromance Wealth Partners's Home Depot position peaked at $3.67M in Q3 2025.
  • 2,956 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.