Richardson Financial Services’s Home Depot HD Stock Holding History

Richardson Financial 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	$535K	Sell	1,882 -1,169	-38%	-$384K	0.3%	73
2026 Q2	$1.08M	Sell	3,051 -53	-2%	-$17.2K	0.61%	32
2026 Q1	$1.02M	Buy	3,104 +57	+2%	+$20.8K	0.64%	32
2025 Q4	$1.05M	Buy	3,047 +56	+2%	+$20.5K	0.34%	33
2025 Q3	$1.21M	Buy	2,991 +116	+4%	+$45.6K	0.75%	27
2025 Q2	$1.07M	Buy	2,875 +20	+0.7%	+$7.24K	0.72%	30
2025 Q1	$1.05M	Hold	2,855	–	–	0.8%	25
2024 Q4	$1.11M	Sell	2,855 -90	-3%	-$36.8K	0.78%	28
2024 Q3	$1.01M	Hold	2,945	–	–	0.64%	37
2024 Q2	$1.01M	Sell	2,945 -289	-9%	-$98.6K	0.73%	32
2024 Q1	$1.24M	Buy	3,234 +233	+8%	+$85.1K	0.87%	27
2023 Q4	$1.04M	Buy	+3,001	New	+$929K	0.91%	20

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

Richardson Financial Services's HD Position: Q3 2026 in Review

Richardson Financial Services reduced its Home Depot (HD) stake by 38% in Q3 2026, selling an estimated $384K and leaving 1,882 shares worth $535K. The position accounts for 0.3% of the portfolio, ranked #73.

Richardson Financial Services first reported a position in HD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q1 2024. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Richardson Financial Services held 1,882 shares of Home Depot worth $535K as of Q3 2026.
Richardson Financial Services sold 1,169 Home Depot shares in Q3 2026, an estimated $384K.
Home Depot made up 0.3% of Richardson Financial Services's portfolio in Q3 2026, its #73 holding.
Richardson Financial Services first reported a position in Home Depot in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's Home Depot position peaked at $1.24M in Q1 2024.
2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.