Peterson Wealth Management
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Peterson Wealth Management’s Home Depot HD Stock Holding History

Peterson 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 		$381 Sell
1
-679
-100% -$223K ﹤0.01% 183
2026
Q2 		$240K Sell
680
-370
-35% -$120K 0.11% 40
2026
Q1 		$345K Buy
1,050
+85
+9% +$31K 0.2% 35
2025
Q4 		$332K Sell
965
-537
-36% -$197K 0.25% 31
2025
Q3 		$608K Buy
+1,502
New +$591K 0.42% 30
2025
Q2 		– Sell
-10,266
Closed -$3.76M – 51
2025
Q1 		$3.76M Buy
10,266
+1,395
+16% +$544K 2.53% 13
2024
Q4 		$3.45M Buy
8,871
+401
+5% +$164K 2.05% 19
2024
Q3 		$3.43M Sell
8,470
-182
-2% -$66.4K 2.19% 18
2024
Q2 		$2.98M Buy
8,652
+4,087
+90% +$1.39M 1.84% 22
2024
Q1 		$1.75M Buy
4,565
+334
+8% +$122K 1.26% 33
2023
Q4 		$1.47M Buy
4,231
+178
+4% +$55.1K 1.32% 24
2023
Q3 		$1.22M Buy
4,053
+77
+2% +$24.8K 1.01% 26
2023
Q2 		$1.24M Buy
3,976
+1,941
+95% +$573K 0.98% 28
2023
Q1 		$600K Sell
2,035
-18
-0.9% -$5.52K 0.57% 41
2022
Q4 		$649K Sell
2,053
-17
-0.8% -$5.18K 0.66% 37
2022
Q3 		$571K Buy
2,070
+583
+39% +$172K 0.53% 42
2022
Q2 		$408K Sell
1,487
-1,804
-55% -$533K 0.53% 39
2022
Q1 		$985K Sell
3,291
-1,402
-30% -$486K 0.66% 43
2021
Q4 		$1.95M Buy
4,693
+143
+3% +$54.4K 1.3% 29
2021
Q3 		$1.49M Buy
4,550
+23
+0.5% +$7.55K 1.16% 31
2021
Q2 		$1.44M Buy
4,527
+44
+1% +$14K 1.13% 32
2021
Q1 		$1.37M Buy
4,483
+683
+18% +$188K 1.16% 25
2020
Q4 		$1.01M Buy
3,800
+392
+12% +$108K 0.82% 27
2020
Q3 		$947K Buy
3,408
+843
+33% +$228K 0.84% 27
2020
Q2 		$643K Buy
2,565
+856
+50% +$196K 0.64% 28
2020
Q1 		$319K Buy
1,709
+11
+0.6% +$2.42K 0.39% 32
2019
Q4 		$378K Buy
+1,698
New +$385K 0.34% 33

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

Peterson Wealth Management's HD Position: Q3 2026 in Review

Peterson Wealth Management reduced its Home Depot (HD) stake by 100% in Q3 2026, selling an estimated $223K and leaving 1 share worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Peterson Wealth Management first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.76M in Q1 2025. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Peterson Wealth Management held 1 share of Home Depot worth $381 as of Q3 2026.
  • Peterson Wealth Management sold 679 Home Depot shares in Q3 2026, an estimated $223K.
  • Home Depot made up ﹤0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #183 holding.
  • Peterson Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Peterson Wealth Management's Home Depot position peaked at $3.76M in Q1 2025.
  • 2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.