Roxbury Financial’s Home Depot HD Stock Holding History

Roxbury Financial’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	$433K	Buy	1,523 +3	+0.2%	+$985	0.33%	65
2026 Q2	$536K	Sell	1,520 -163	-10%	-$53K	0.42%	56
2026 Q1	$553K	Buy	1,683 +4	+0.2%	+$1.46K	0.5%	52
2025 Q4	$578K	Sell	1,679 -11	-0.7%	-$4.03K	0.52%	49
2025 Q3	$685K	Sell	1,690 -82	-5%	-$32.2K	0.63%	44
2025 Q2	$650K	Buy	1,772 +9	+0.5%	+$3.26K	0.63%	43
2025 Q1	$699K	Sell	1,763 -48	-3%	-$18.7K	0.68%	43
2024 Q4	$777K	Buy	+1,811	New	+$740K	0.75%	41

Other funds holding HD

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Roxbury Financial's HD Position: Q3 2026 in Review

Roxbury Financial increased its Home Depot (HD) stake by 0.2% in Q3 2026, buying an estimated $985 and bringing the position to 1,523 shares worth $433K. The position accounts for 0.33% of the portfolio, ranked #65.

Roxbury Financial first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $777K in Q4 2024. 2,681 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Roxbury Financial held 1,523 shares of Home Depot worth $433K as of Q3 2026.
Roxbury Financial bought 3 Home Depot shares in Q3 2026, an estimated $985.
Home Depot made up 0.33% of Roxbury Financial's portfolio in Q3 2026, its #65 holding.
Roxbury Financial first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Home Depot position peaked at $777K in Q4 2024.
2,681 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.