Phillips Financial Management
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Phillips Financial Management’s Home Depot HD Stock Holding History

Phillips Financial 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 		$296K Sell
1,041
-226
-18% -$74.2K 0.02% 164
2026
Q2 		$447K Sell
1,267
-292
-19% -$95K 0.03% 147
2026
Q1 		$513K Buy
1,559
+58
+4% +$21.1K 0.04% 142
2025
Q4 		$517K Sell
1,501
-91
-6% -$33.3K 0.03% 143
2025
Q3 		$645K Buy
1,592
+155
+11% +$60.9K 0.04% 140
2025
Q2 		$527K Buy
1,437
+171
+14% +$61.9K 0.04% 138
2025
Q1 		$464K Buy
1,266
+50
+4% +$19.5K 0.04% 139
2024
Q4 		$473K Buy
1,216
+47
+4% +$19.2K 0.04% 134
2024
Q3 		$474K Buy
1,169
+43
+4% +$15.7K 0.04% 136
2024
Q2 		$387K Sell
1,126
-172
-13% -$58.7K 0.03% 142
2024
Q1 		$498K Buy
1,298
+58
+5% +$21.2K 0.04% 133
2023
Q4 		$430K Buy
1,240
+41
+3% +$12.7K 0.04% 134
2023
Q3 		$362K Buy
1,199
+127
+12% +$40.8K 0.03% 140
2023
Q2 		$333K Buy
1,072
+32
+3% +$9.45K 0.03% 144
2023
Q1 		$307K Buy
1,040
+51
+5% +$15.6K 0.03% 143
2022
Q4 		$312K Buy
989
+29
+3% +$8.83K 0.03% 126
2022
Q3 		$265K Buy
+960
New +$283K 0.03% 131
2022
Q2 		– Sell
-1,358
Closed -$406K – 120
2022
Q1 		$406K Buy
+1,358
New +$471K 0.04% 115

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Phillips Financial Management's HD Position: Q3 2026 in Review

Phillips Financial Management reduced its Home Depot (HD) stake by 18% in Q3 2026, selling an estimated $74.2K and leaving 1,041 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #164.

Phillips Financial Management first reported a position in HD in Q1 2022 and has held it in 18 quarters since. The position peaked at $645K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Phillips Financial Management held 1,041 shares of Home Depot worth $296K as of Q3 2026.
  • Phillips Financial Management sold 226 Home Depot shares in Q3 2026, an estimated $74.2K.
  • Home Depot made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #164 holding.
  • Phillips Financial Management first reported a position in Home Depot in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Home Depot position peaked at $645K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.