Xcel Wealth Management
HD icon

Xcel Wealth Management’s Home Depot HD Stock Holding History

Xcel 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 		$10.2M Sell
35,708
-525
-1% -$172K 2.51% 9
2026
Q2 		$12.8M Buy
36,233
+1,629
+5% +$530K 3.05% 7
2026
Q1 		$11.4M Sell
34,604
-37
-0.1% -$13.5K 3.15% 8
2025
Q4 		$11.9M Buy
34,641
+1,463
+4% +$536K 3.03% 9
2025
Q3 		$13.4M Buy
33,178
+123
+0.4% +$48.4K 3.49% 6
2025
Q2 		$12.1M Buy
33,055
+1,635
+5% +$592K 3.45% 6
2025
Q1 		$11.5M Buy
31,420
+2,236
+8% +$871K 3.59% 6
2024
Q4 		$11.4M Buy
29,184
+2,510
+9% +$1.03M 3.15% 8
2024
Q3 		$10.8M Sell
26,674
-35
-0.1% -$12.8K 3.16% 9
2024
Q2 		$9.19M Buy
26,709
+934
+4% +$319K 2.88% 9
2024
Q1 		$9.9M Sell
25,775
-239
-0.9% -$87.3K 3.09% 6
2023
Q4 		$9.02M Sell
26,014
-626
-2% -$194K 3.16% 8
2023
Q3 		$8.05M Sell
26,640
-198
-0.7% -$63.7K 3.18% 8
2023
Q2 		$8.34M Buy
26,838
+4,508
+20% +$1.33M 2.63% 11
2023
Q1 		$6.59M Buy
22,330
+1,706
+8% +$523K 2.32% 14
2022
Q4 		$6.51M Buy
20,624
+255
+1% +$77.7K 2.57% 14
2022
Q3 		$5.62M Buy
20,369
+1,490
+8% +$440K 2.09% 15
2022
Q2 		$5.18M Buy
18,879
+7,571
+67% +$2.24M 1.89% 17
2022
Q1 		$3.38M Sell
11,308
-540
-5% -$187K 0.93% 30
2021
Q4 		$4.92M Sell
11,848
-213
-2% -$81.1K 1.26% 25
2021
Q3 		$3.96M Hold
12,061
– – 1.15% 28
2021
Q2 		$3.85M Hold
12,061
– – 1.16% 27
2021
Q1 		$3.68M Sell
12,061
-75
-0.6% -$20.7K 1.31% 26
2020
Q4 		$3.22M Hold
12,136
– – 1.39% 23
2020
Q3 		$3.37M Sell
12,136
-1,150
-9% -$312K 1.73% 19
2020
Q2 		$3.33M Buy
13,286
+744
+6% +$170K 2.06% 15
2020
Q1 		$2.34M Buy
12,542
+3,270
+35% +$718K 2.11% 17
2019
Q4 		$2.02M Buy
9,272
+5,040
+119% +$1.14M 1.68% 21
2019
Q3 		$981K Sell
4,232
-562
-12% -$123K 0.91% 30
2019
Q2 		$997K Buy
4,794
+800
+20% +$160K 0.98% 33
2019
Q1 		$766K Buy
+3,994
New +$733K 0.79% 37

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Xcel Wealth Management reduced its Home Depot (HD) stake by 1.4% in Q3 2026, selling an estimated $172K and leaving 35,708 shares worth $10.2M. The position accounts for 2.51% of the portfolio, ranked #9.

Xcel Wealth Management first reported a position in HD in Q1 2019 and has held it in 31 quarters since. The position peaked at $13.4M in Q3 2025. 2,426 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Xcel Wealth Management held 35,708 shares of Home Depot worth $10.2M as of Q3 2026.
  • Xcel Wealth Management sold 525 Home Depot shares in Q3 2026, an estimated $172K.
  • Home Depot made up 2.51% of Xcel Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Xcel Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 31 quarters since.
  • Xcel Wealth Management's Home Depot position peaked at $13.4M in Q3 2025.
  • 2,426 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.