Root Financial Partners
HD icon

Root Financial Partners’s Home Depot HD Stock Holding History

Root Financial 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 		$3.14M Buy
11,046
+110
+1% +$36.1K 0.11% 61
2026
Q2 		$3.86M Buy
10,936
+1,201
+12% +$391K 0.15% 47
2026
Q1 		$3.2M Sell
9,735
-1,951
-17% -$711K 0.15% 48
2025
Q4 		$4.02M Sell
11,686
-447
-4% -$164K 0.21% 39
2025
Q3 		$4.92M Sell
12,133
-2,645
-18% -$1.04M 0.3% 32
2025
Q2 		$5.42M Buy
14,778
+1,257
+9% +$455K 0.52% 29
2025
Q1 		$4.96M Buy
13,521
+11,261
+498% +$4.39M 0.53% 27
2024
Q4 		$879K Buy
2,260
+590
+35% +$241K 0.11% 71
2024
Q3 		$677K Buy
1,670
+1,042
+166% +$380K 0.11% 71
2024
Q2 		$216K Sell
628
-219
-26% -$74.7K 0.05% 108
2024
Q1 		$325K Buy
+847
New +$309K 0.1% 73

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Root Financial Partners's HD Position: Q3 2026 in Review

Root Financial Partners increased its Home Depot (HD) stake by 1% in Q3 2026, buying an estimated $36.1K and bringing the position to 11,046 shares worth $3.14M. The position accounts for 0.11% of the portfolio, ranked #61.

Root Financial Partners first reported a position in HD in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.42M in Q2 2025. 1,721 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Root Financial Partners held 11,046 shares of Home Depot worth $3.14M as of Q3 2026.
  • Root Financial Partners bought 110 Home Depot shares in Q3 2026, an estimated $36.1K.
  • Home Depot made up 0.11% of Root Financial Partners's portfolio in Q3 2026, its #61 holding.
  • Root Financial Partners first reported a position in Home Depot in Q1 2024 and has held it in 11 quarters since.
  • Root Financial Partners's Home Depot position peaked at $5.42M in Q2 2025.
  • 1,721 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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