Ruedi Wealth Management
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Ruedi Wealth Management’s Home Depot HD Stock Holding History

Ruedi Wealth Management’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 		$680K Sell
2,390
-12
-0.5% -$3.94K 0.16% 37
2026
Q2 		$847K Buy
2,402
+2
+0.1% +$651 0.2% 34
2026
Q1 		$789K Buy
2,400
+1
+0% +$364 0.2% 32
2025
Q4 		$825K Buy
2,399
+34
+1% +$12.5K 0.22% 32
2025
Q3 		$958K Buy
2,365
+1
+0% +$393 0.27% 28
2025
Q2 		$867K Buy
2,364
+1
+0% +$362 0.26% 33
2025
Q1 		$866K Buy
2,363
+1
+0% +$390 0.27% 26
2024
Q4 		$919K Buy
2,362
+1
+0% +$409 0.29% 22
2024
Q3 		$956K Sell
2,361
-11
-0.5% -$4.01K 0.33% 22
2024
Q2 		$817K Buy
2,372
+27
+1% +$9.21K 0.32% 25
2024
Q1 		$900K Buy
2,345
+61
+3% +$22.3K 0.38% 23
2023
Q4 		$791K Hold
2,284
– – 0.37% 26
2023
Q3 		$690K Buy
2,284
+1
+0% +$322 0.4% 23
2023
Q2 		$709K Sell
2,283
-17
-0.7% -$5.02K 0.42% 21
2023
Q1 		$679K Sell
2,300
-45
-2% -$13.8K 0.44% 20
2022
Q4 		$741K Buy
+2,345
New +$714K 0.52% 18

Other funds holding HD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Ruedi Wealth Management's HD Position: Q3 2026 in Review

Ruedi Wealth Management reduced its Home Depot (HD) stake by 0.5% in Q3 2026, selling an estimated $3.94K and leaving 2,390 shares worth $680K. The position accounts for 0.16% of the portfolio, ranked #37.

Ruedi Wealth Management first reported a position in HD in Q4 2022 and has held it in 16 quarters since. The position peaked at $958K in Q3 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Ruedi Wealth Management held 2,390 shares of Home Depot worth $680K as of Q3 2026.
  • Ruedi Wealth Management sold 12 Home Depot shares in Q3 2026, an estimated $3.94K.
  • Home Depot made up 0.16% of Ruedi Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Ruedi Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 16 quarters since.
  • Ruedi Wealth Management's Home Depot position peaked at $958K in Q3 2025.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Ruedi Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.