Schwallier Wealth Management
HD icon

Schwallier Wealth Management’s Home Depot HD Stock Holding History

Schwallier 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 		– Sell
-577
Closed -$204K – 70
2026
Q2 		$204K Buy
+577
New +$188K 0.13% 69
2026
Q1 		– Sell
-590
Closed -$221K – 62
2025
Q4 		$221K Buy
+590
New +$216K 0.14% 54
2024
Q1 		– Sell
-583
Closed -$202K – 32
2023
Q4 		$202K Buy
+583
New +$181K 0.17% 35

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Vanguard Capital Management
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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

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

Schwallier Wealth Management sold out of Home Depot (HD) in Q3 2026, closing a stake of 577 shares — an estimated $204K sold.

Schwallier Wealth Management first reported a position in HD in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Schwallier Wealth Management reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 577 Home Depot shares in Q3 2026, an estimated $204K.
  • Schwallier Wealth Management first reported a position in Home Depot in Q4 2023 and held it in 3 quarters.
  • Schwallier Wealth Management's Home Depot position peaked at $221K in Q4 2025.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.