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

Precedent 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 		$2.17M Buy
7,631
+1,167
+18% +$383K 0.33% 85
2026
Q2 		$2.28M Buy
6,464
+716
+12% +$233K 0.38% 79
2026
Q1 		$1.89M Buy
5,748
+480
+9% +$175K 0.38% 81
2025
Q4 		$1.81M Buy
5,268
+424
+9% +$155K 0.38% 80
2025
Q3 		$1.96M Buy
4,844
+351
+8% +$138K 0.43% 70
2025
Q2 		$1.65M Buy
4,493
+928
+26% +$336K 0.4% 73
2025
Q1 		$1.31M Buy
3,565
+598
+20% +$233K 0.36% 81
2024
Q4 		$1.15M Buy
2,967
+87
+3% +$35.5K 0.38% 79
2024
Q3 		$1.17M Buy
2,880
+349
+14% +$127K 0.38% 71
2024
Q2 		$871K Buy
2,531
+136
+6% +$46.4K 0.35% 76
2024
Q1 		$919K Buy
2,395
+1,073
+81% +$392K 0.39% 67
2023
Q4 		$458K Buy
+1,322
New +$409K 0.23% 92

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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

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

Precedent Wealth Partners increased its Home Depot (HD) stake by 18% in Q3 2026, buying an estimated $383K and bringing the position to 7,631 shares worth $2.17M. The position accounts for 0.33% of the portfolio, ranked #85.

Precedent Wealth Partners first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q2 2026. 3,065 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Precedent Wealth Partners held 7,631 shares of Home Depot worth $2.17M as of Q3 2026.
  • Precedent Wealth Partners bought 1,167 Home Depot shares in Q3 2026, an estimated $383K.
  • Home Depot made up 0.33% of Precedent Wealth Partners's portfolio in Q3 2026, its #85 holding.
  • Precedent Wealth Partners first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Home Depot position peaked at $2.28M in Q2 2026.
  • 3,065 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.