West Wealth Group
HD icon

West Wealth Group’s Home Depot HD Stock Holding History

West Wealth Group’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 		$543K Sell
1,907
-18
-0.9% -$5.91K 0.08% 78
2026
Q2 		$679K Buy
1,925
+43
+2% +$14K 0.11% 66
2026
Q1 		$619K Buy
1,882
+27
+1% +$9.8K 0.12% 64
2025
Q4 		$638K Sell
1,855
-106
-5% -$38.8K 0.13% 55
2025
Q3 		$762K Buy
1,961
+218
+13% +$85.7K 0.17% 43
2025
Q2 		$675K Buy
1,743
+63
+4% +$22.8K 0.17% 45
2025
Q1 		$614K Buy
1,680
+88
+6% +$34.3K 0.18% 41
2024
Q4 		$619K Buy
1,592
+58
+4% +$23.7K 0.18% 41
2024
Q3 		$622K Buy
1,534
+8
+0.5% +$2.92K 0.2% 38
2024
Q2 		$526K Sell
1,526
-293
-16% -$100K 0.19% 45
2024
Q1 		$698K Buy
1,819
+281
+18% +$103K 0.26% 40
2023
Q4 		$533K Buy
1,538
+21
+1% +$6.5K 0.21% 42
2023
Q3 		$458K Buy
1,517
+109
+8% +$35.1K 0.2% 45
2023
Q2 		$437K Buy
1,408
+12
+0.9% +$3.54K 0.19% 40
2023
Q1 		$412K Buy
1,396
+18
+1% +$5.52K 0.19% 38
2022
Q4 		$435K Buy
1,378
+6
+0.4% +$1.83K 0.22% 39
2022
Q3 		$378K Buy
1,372
+7
+0.5% +$2.07K 0.19% 40
2022
Q2 		$374K Sell
1,365
-42
-3% -$12.4K 0.17% 40
2022
Q1 		$421K Buy
1,407
+78
+6% +$27.1K 0.17% 39
2021
Q4 		$551K Buy
+1,329
New +$506K 0.21% 31

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
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

West Wealth Group's HD Position: Q3 2026 in Review

West Wealth Group reduced its Home Depot (HD) stake by 0.94% in Q3 2026, selling an estimated $5.91K and leaving 1,907 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #78.

West Wealth Group first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $762K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • West Wealth Group held 1,907 shares of Home Depot worth $543K as of Q3 2026.
  • West Wealth Group sold 18 Home Depot shares in Q3 2026, an estimated $5.91K.
  • Home Depot made up 0.08% of West Wealth Group's portfolio in Q3 2026, its #78 holding.
  • West Wealth Group first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's Home Depot position peaked at $762K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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