Richards, Merrill & Peterson’s Home Depot HD Stock Holding History

Richards, Merrill & Peterson’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	$2M	Sell	7,040 -519	-7%	-$170K	0.61%	38
2026 Q2	$2.67M	Sell	7,559 -2,319	-23%	-$754K	0.85%	29
2026 Q1	$3.25M	Buy	9,878 +178	+2%	+$64.9K	1.19%	19
2025 Q4	$3.34M	Buy	9,700 +900	+10%	+$330K	1.28%	15
2025 Q3	$3.57M	Buy	8,800 +21	+0.2%	+$8.26K	1.54%	13
2025 Q2	$3.22M	Buy	8,779 +110	+1%	+$39.8K	1.53%	14
2025 Q1	$3.18M	Sell	8,669 -150	-2%	-$58.5K	1.65%	11
2024 Q4	$3.43M	Buy	+8,819	New	+$3.6M	1.79%	10

Other funds holding HD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richards, Merrill & Peterson's HD Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Home Depot (HD) stake by 6.9% in Q3 2026, selling an estimated $170K and leaving 7,040 shares worth $2M. The position accounts for 0.61% of the portfolio, ranked #38.

Richards, Merrill & Peterson first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.57M in Q3 2025. 2,592 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Richards, Merrill & Peterson held 7,040 shares of Home Depot worth $2M as of Q3 2026.
Richards, Merrill & Peterson sold 519 Home Depot shares in Q3 2026, an estimated $170K.
Home Depot made up 0.61% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #38 holding.
Richards, Merrill & Peterson first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Home Depot position peaked at $3.57M in Q3 2025.
2,592 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.