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Wiser Wealth Management’s Home Depot HD Stock Holding History

Wiser 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 		$1.15M Sell
4,055
-356
-8% -$117K 0.21% 31
2026
Q2 		$1.56M Sell
4,411
-428
-9% -$139K 0.3% 24
2026
Q1 		$1.59M Buy
4,839
+442
+10% +$161K 0.34% 23
2025
Q4 		$1.51M Sell
4,397
-45
-1% -$16.5K 0.34% 21
2025
Q3 		$1.8M Sell
4,442
-174
-4% -$68.4K 0.41% 21
2025
Q2 		$1.69M Buy
4,616
+88
+2% +$31.8K 0.42% 21
2025
Q1 		$1.66M Buy
4,528
+113
+3% +$44K 0.47% 18
2024
Q4 		$1.72M Buy
4,415
+93
+2% +$38K 0.48% 19
2024
Q3 		$1.75M Sell
4,322
-26
-0.6% -$9.48K 0.5% 20
2024
Q2 		$1.5M Buy
4,348
+58
+1% +$19.8K 0.46% 19
2024
Q1 		$1.65M Buy
4,290
+39
+0.9% +$14.2K 0.54% 14
2023
Q4 		$1.44M Buy
4,251
+5
+0.1% +$1.55K 0.52% 19
2023
Q3 		$1.28M Buy
4,246
+23
+0.5% +$7.4K 0.52% 21
2023
Q2 		$1.31M Sell
4,223
-149
-3% -$44K 0.53% 21
2023
Q1 		$1.29M Sell
4,372
-35
-0.8% -$10.7K 0.55% 21
2022
Q4 		$1.39M Sell
4,407
-51
-1% -$15.5K 0.64% 21
2022
Q3 		$1.23M Sell
4,458
-842
-16% -$249K 0.64% 21
2022
Q2 		$1.45M Buy
5,300
+1,041
+24% +$307K 0.75% 23
2022
Q1 		$1.28M Buy
4,259
+114
+3% +$39.5K 0.59% 21
2021
Q4 		$1.72M Buy
4,145
+786
+23% +$299K 0.84% 17
2021
Q3 		$1.1M Sell
3,359
-25
-0.7% -$8.21K 0.59% 19
2021
Q2 		$1.08M Buy
3,384
+26
+0.8% +$8.27K 0.66% 19
2021
Q1 		$1.02M Buy
3,358
+1
+0% +$276 0.7% 19
2020
Q4 		$892K Buy
+3,357
New +$923K 0.67% 19

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

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

Wiser Wealth Management reduced its Home Depot (HD) stake by 8.1% in Q3 2026, selling an estimated $117K and leaving 4,055 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #31.

Wiser Wealth Management first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.8M in Q3 2025. 808 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Wiser Wealth Management held 4,055 shares of Home Depot worth $1.15M as of Q3 2026.
  • Wiser Wealth Management sold 356 Home Depot shares in Q3 2026, an estimated $117K.
  • Home Depot made up 0.21% of Wiser Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Wiser Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • Wiser Wealth Management's Home Depot position peaked at $1.8M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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