Values Added Financial
HD icon

Values Added Financial’s Home Depot HD Stock Holding History

Values Added 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 		$587K Sell
2,065
-39
-2% -$12.8K 0.21% 73
2026
Q2 		$742K Buy
2,104
+103
+5% +$33.5K 0.27% 64
2026
Q1 		$658K Sell
2,001
-36
-2% -$13.1K 0.28% 60
2025
Q4 		$701K Sell
2,037
-118
-5% -$43.2K 0.3% 59
2025
Q3 		$873K Buy
2,155
+81
+4% +$31.8K 0.39% 48
2025
Q2 		$760K Sell
2,074
-41
-2% -$14.8K 0.37% 53
2025
Q1 		$775K Sell
2,115
-265
-11% -$103K 0.43% 44
2024
Q4 		$926K Buy
2,380
+395
+20% +$161K 0.54% 40
2024
Q3 		$804K Buy
1,985
+344
+21% +$125K 0.51% 36
2024
Q2 		$565K Buy
1,641
+92
+6% +$31.4K 0.41% 44
2024
Q1 		$594K Hold
1,549
– – 0.46% 43
2023
Q4 		$537K Buy
1,549
+187
+14% +$57.9K 0.44% 42
2023
Q3 		$412K Buy
1,362
+54
+4% +$17.4K 0.38% 53
2023
Q2 		$406K Buy
+1,308
New +$386K 0.38% 53

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Values Added Financial's HD Position: Q3 2026 in Review

Values Added Financial reduced its Home Depot (HD) stake by 1.9% in Q3 2026, selling an estimated $12.8K and leaving 2,065 shares worth $587K. The position accounts for 0.21% of the portfolio, ranked #73.

Values Added Financial first reported a position in HD in Q2 2023 and has held it in 14 quarters since. The position peaked at $926K in Q4 2024. 1,750 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Values Added Financial held 2,065 shares of Home Depot worth $587K as of Q3 2026.
  • Values Added Financial sold 39 Home Depot shares in Q3 2026, an estimated $12.8K.
  • Home Depot made up 0.21% of Values Added Financial's portfolio in Q3 2026, its #73 holding.
  • Values Added Financial first reported a position in Home Depot in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Home Depot position peaked at $926K in Q4 2024.
  • 1,750 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.