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Summit Financial Strategies’s Home Depot HD Stock Holding History

Summit Financial Strategies’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 		$325K Buy
1,141
+22
+2% +$7.22K 0.02% 125
2026
Q2 		$395K Sell
1,119
-72
-6% -$23.4K 0.03% 112
2026
Q1 		$392K Sell
1,191
-112
-9% -$40.8K 0.03% 108
2025
Q4 		$449K Sell
1,303
-17
-1% -$6.23K 0.04% 100
2025
Q3 		$535K Sell
1,320
-29
-2% -$11.4K 0.05% 88
2025
Q2 		$494K Buy
1,349
+29
+2% +$10.5K 0.05% 89
2025
Q1 		$484K Hold
1,320
– – 0.05% 86
2024
Q4 		$513K Hold
1,320
– – 0.06% 80
2024
Q3 		$535K Sell
1,320
-36
-3% -$13.1K 0.06% 77
2024
Q2 		$467K Buy
1,356
+6
+0.4% +$2.05K 0.06% 81
2024
Q1 		$518K Sell
1,350
-14
-1% -$5.12K 0.07% 76
2023
Q4 		$473K Buy
1,364
+7
+0.5% +$2.17K 0.07% 73
2023
Q3 		$410K Sell
1,357
-28
-2% -$9.01K 0.08% 75
2023
Q2 		$430K Buy
1,385
+314
+29% +$92.8K 0.08% 74
2023
Q1 		$316K Buy
1,071
+4
+0.4% +$1.23K 0.06% 91
2022
Q4 		$337K Buy
1,067
+201
+23% +$61.2K 0.07% 84
2022
Q3 		$239K Buy
866
+20
+2% +$5.9K 0.06% 104
2022
Q2 		$232K Buy
846
+2
+0.2% +$590 0.05% 106
2022
Q1 		$253K Sell
844
-5
-0.6% -$1.73K 0.05% 97
2021
Q4 		$352K Sell
849
-143
-14% -$54.4K 0.07% 81
2021
Q3 		$326K Buy
992
+2
+0.2% +$657 0.06% 85
2021
Q2 		$316K Buy
990
+251
+34% +$79.8K 0.06% 87
2021
Q1 		$226K Sell
739
-118
-14% -$32.5K 0.08% 63
2020
Q4 		$228K Buy
+857
New +$236K 0.08% 74

Other funds holding HD

SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Summit Financial Strategies's HD Position: Q3 2026 in Review

Summit Financial Strategies increased its Home Depot (HD) stake by 2% in Q3 2026, buying an estimated $7.22K and bringing the position to 1,141 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #125.

Summit Financial Strategies first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $535K in Q3 2024. 448 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Summit Financial Strategies held 1,141 shares of Home Depot worth $325K as of Q3 2026.
  • Summit Financial Strategies bought 22 Home Depot shares in Q3 2026, an estimated $7.22K.
  • Home Depot made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #125 holding.
  • Summit Financial Strategies first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • Summit Financial Strategies's Home Depot position peaked at $535K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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