PCS
HD icon

Private Client Services’s Home Depot HD Stock Holding History

Private Client 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 		$391K Sell
1,376
-55
-4% -$18.1K 0.11% 145
2026
Q2 		$505K Sell
1,431
-50
-3% -$16.3K 0.13% 131
2026
Q1 		$487K Buy
1,481
+404
+38% +$147K 0.15% 120
2025
Q4 		$371K Sell
1,077
-115
-10% -$42.1K 0.12% 125
2025
Q3 		$483K Sell
1,192
-73
-6% -$28.7K 0.16% 109
2025
Q2 		$464K Buy
1,265
+442
+54% +$160K 0.18% 116
2025
Q1 		$301K Buy
823
+40
+5% +$15.6K 0.15% 132
2024
Q4 		$305K Buy
783
+69
+10% +$28.2K 0.16% 121
2024
Q3 		$289K Sell
714
-27
-4% -$9.85K 0.16% 122
2024
Q2 		$255K Sell
741
-16
-2% -$5.46K 0.16% 114
2024
Q1 		$290K Buy
757
+139
+22% +$50.8K 0.2% 100
2023
Q4 		$214K Buy
+618
New +$191K 0.18% 125

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Private Client Services's HD Position: Q3 2026 in Review

Private Client Services reduced its Home Depot (HD) stake by 3.8% in Q3 2026, selling an estimated $18.1K and leaving 1,376 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #145.

Private Client Services first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $505K in Q2 2026. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Private Client Services held 1,376 shares of Home Depot worth $391K as of Q3 2026.
  • Private Client Services sold 55 Home Depot shares in Q3 2026, an estimated $18.1K.
  • Home Depot made up 0.11% of Private Client Services's portfolio in Q3 2026, its #145 holding.
  • Private Client Services first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's Home Depot position peaked at $505K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.