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Stone Summit Wealth’s Home Depot HD Stock Holding History

Stone Summit Wealth’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 		$1.21M Sell
4,240
-482
-10% -$158K 0.33% 63
2026
Q2 		$1.67M Sell
4,722
-127
-3% -$41.3K 0.42% 59
2026
Q1 		$1.59M Sell
4,849
-213
-4% -$77.6K 0.44% 58
2025
Q4 		$1.74M Sell
5,062
-1,170
-19% -$429K 0.47% 56
2025
Q3 		$2.53M Sell
6,232
-135
-2% -$53.1K 0.72% 45
2025
Q2 		$2.33M Sell
6,367
-90
-1% -$32.6K 0.72% 49
2025
Q1 		$2.37M Sell
6,457
-105
-2% -$40.9K 0.8% 43
2024
Q4 		$2.55M Sell
6,562
-87
-1% -$35.5K 0.86% 38
2024
Q3 		$2.69M Sell
6,649
-109
-2% -$39.8K 0.87% 38
2024
Q2 		$2.33M Sell
6,758
-314
-4% -$107K 0.83% 37
2024
Q1 		$2.71M Sell
7,072
-242
-3% -$88.4K 0.94% 36
2023
Q4 		$2.53M Sell
7,314
-295
-4% -$91.4K 0.97% 33
2023
Q3 		$2.3M Buy
7,609
+20
+0.3% +$6.43K 0.99% 32
2023
Q2 		$2.36M Sell
7,589
-48
-0.6% -$14.2K 0.98% 37
2023
Q1 		$2.25M Sell
7,637
-206
-3% -$63.2K 1% 32
2022
Q4 		$2.48M Sell
7,843
-39
-0.5% -$11.9K 1.21% 24
2022
Q3 		$2.18M Sell
7,882
-87
-1% -$25.7K 1.34% 21
2022
Q2 		$2.18M Buy
7,969
+258
+3% +$76.2K 1.3% 21
2022
Q1 		$2.33M Buy
7,711
+6,845
+790% +$2.37M 1.3% 21
2021
Q4 		$361K Buy
+866
New +$330K 0.29% 88

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Stone Summit Wealth's HD Position: Q3 2026 in Review

Stone Summit Wealth reduced its Home Depot (HD) stake by 10% in Q3 2026, selling an estimated $158K and leaving 4,240 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #63.

Stone Summit Wealth first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.71M in Q1 2024. 955 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Stone Summit Wealth held 4,240 shares of Home Depot worth $1.21M as of Q3 2026.
  • Stone Summit Wealth sold 482 Home Depot shares in Q3 2026, an estimated $158K.
  • Home Depot made up 0.33% of Stone Summit Wealth's portfolio in Q3 2026, its #63 holding.
  • Stone Summit Wealth first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Home Depot position peaked at $2.71M in Q1 2024.
  • 955 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.