Proactive Wealth Strategies
HD icon

Proactive Wealth Strategies’s Home Depot HD Stock Holding History

Proactive Wealth Strategies’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 		$3.22M Buy
11,306
+235
+2% +$77.1K 0.5% 55
2026
Q2 		$3.9M Sell
11,071
-271
-2% -$88.2K 0.63% 48
2026
Q1 		$3.73M Buy
11,342
+6,143
+118% +$2.24M 0.7% 42
2025
Q4 		$1.79M Buy
5,199
+91
+2% +$33.3K 0.71% 45
2025
Q3 		$2.07M Buy
5,108
+52
+1% +$20.4K 0.89% 42
2025
Q2 		$1.85M Buy
5,056
+2,875
+132% +$1.04M 0.88% 42
2025
Q1 		$799K Buy
2,181
+118
+6% +$46K 0.43% 64
2024
Q4 		$803K Buy
2,063
+171
+9% +$69.9K 0.42% 63
2024
Q3 		$767K Buy
+1,892
New +$690K 0.43% 63

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Proactive Wealth Strategies's HD Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Home Depot (HD) stake by 2.1% in Q3 2026, buying an estimated $77.1K and bringing the position to 11,306 shares worth $3.22M. The position accounts for 0.5% of the portfolio, ranked #55.

Proactive Wealth Strategies first reported a position in HD in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.9M in Q2 2026. 2,774 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Proactive Wealth Strategies held 11,306 shares of Home Depot worth $3.22M as of Q3 2026.
  • Proactive Wealth Strategies bought 235 Home Depot shares in Q3 2026, an estimated $77.1K.
  • Home Depot made up 0.5% of Proactive Wealth Strategies's portfolio in Q3 2026, its #55 holding.
  • Proactive Wealth Strategies first reported a position in Home Depot in Q3 2024 and has held it in 9 quarters since.
  • Proactive Wealth Strategies's Home Depot position peaked at $3.9M in Q2 2026.
  • 2,774 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.