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

Peterson Wealth 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 		$5.5M Buy
19,349
+1,762
+10% +$578K 1.16% 24
2026
Q2 		$6.2M Buy
17,587
+901
+5% +$293K 1.35% 18
2026
Q1 		$5.49M Buy
16,686
+705
+4% +$257K 1.36% 19
2025
Q4 		$5.5M Buy
15,981
+14,951
+1,452% +$5.48M 1.41% 17
2025
Q3 		$6.39M Sell
1,030
-14,601
-93% -$5.74M 1.58% 17
2025
Q2 		$5.73M Buy
15,631
+271
+2% +$98.1K 1.57% 19
2025
Q1 		$5.63M Buy
15,360
+764
+5% +$298K 1.74% 16
2024
Q4 		$5.68M Buy
14,596
+419
+3% +$171K 1.7% 14
2024
Q3 		$5.74M Buy
14,177
+678
+5% +$247K 1.83% 14
2024
Q2 		$4.65M Buy
13,499
+336
+3% +$115K 1.62% 15
2024
Q1 		$5.05M Buy
13,163
+217
+2% +$79.3K 1.84% 15
2023
Q4 		$4.49M Buy
12,946
+773
+6% +$239K 1.92% 15
2023
Q3 		$3.68M Buy
12,173
+461
+4% +$148K 2.75% 9
2023
Q2 		$3.64M Buy
11,712
+670
+6% +$198K 1.75% 16
2023
Q1 		$3.26M Sell
11,042
-1,230
-10% -$377K 1.68% 18
2022
Q4 		$3.88M Buy
12,272
+368
+3% +$112K 2.22% 12
2022
Q3 		$3.28M Buy
11,904
+1,095
+10% +$323K 2.33% 11
2022
Q2 		$2.96M Buy
10,809
+818
+8% +$242K 2.14% 15
2022
Q1 		$2.99M Buy
9,991
+1,274
+15% +$442K 1.84% 20
2021
Q4 		$3.62M Buy
+8,717
New +$3.32M 2.4% 11

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Peterson Wealth Services increased its Home Depot (HD) stake by 10% in Q3 2026, buying an estimated $578K and bringing the position to 19,349 shares worth $5.5M. The position accounts for 1.16% of the portfolio, ranked #24.

Peterson Wealth Services first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.39M in Q3 2025. 1,790 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Peterson Wealth Services held 19,349 shares of Home Depot worth $5.5M as of Q3 2026.
  • Peterson Wealth Services bought 1,762 Home Depot shares in Q3 2026, an estimated $578K.
  • Home Depot made up 1.16% of Peterson Wealth Services's portfolio in Q3 2026, its #24 holding.
  • Peterson Wealth Services first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Home Depot position peaked at $6.39M in Q3 2025.
  • 1,790 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.