1858 Wealth Management’s Home Depot HD Stock Holding History

1858 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
2025 Q3	$530K	Sell	1,309 -257	-16%	-$101K	0.37%	51
2025 Q2	$574K	Buy	1,566 +1	+0.1%	+$362	0.42%	50
2025 Q1	$574K	Sell	1,565 -520	-25%	-$203K	0.49%	51
2024 Q4	$811K	Hold	2,085	–	–	0.64%	47
2024 Q3	$845K	Sell	2,085 -17	-0.8%	-$6.2K	0.7%	44
2024 Q2	$724K	Sell	2,102 -10	-0.5%	-$3.41K	0.6%	53
2024 Q1	$732K	Hold	2,112	–	–	0.69%	44
2023 Q4	$732K	Buy	+2,112	New	+$654K	0.69%	44

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1858 Wealth Management's HD Position: Q3 2025 in Review

1858 Wealth Management reduced its Home Depot (HD) stake by 16% in Q3 2025, selling an estimated $101K and leaving 1,309 shares worth $530K. The position accounts for 0.37% of the portfolio, ranked #51.

1858 Wealth Management first reported a position in HD in Q4 2023 and has held it in 8 quarters since. The position peaked at $845K in Q3 2024. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

1858 Wealth Management held 1,309 shares of Home Depot worth $530K as of Q3 2025.
1858 Wealth Management sold 257 Home Depot shares in Q3 2025, an estimated $101K.
Home Depot made up 0.37% of 1858 Wealth Management's portfolio in Q3 2025, its #51 holding.
1858 Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Home Depot position peaked at $845K in Q3 2024.
4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.