3Chopt Investment Partners’s Home Depot HD Stock Holding History

3Chopt Investment Partners’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 Q1	$1.24M	Buy	3,777 +30	+0.8%	+$10.9K	0.28%	81
2025 Q4	$1.29M	Buy	3,747 +104	+3%	+$38.1K	0.29%	77
2025 Q3	$1.48M	Buy	3,643 +53	+1%	+$20.8K	0.34%	70
2025 Q2	$1.32M	Sell	3,590 -1	-0%	-$362	0.32%	73
2025 Q1	$1.32M	Buy	+3,591	New	+$1.4M	0.34%	72
2024 Q3	–	Sell	-3,360	Closed	-$1.16M	–	116
2024 Q2	$1.16M	Buy	+3,360	New	+$1.15M	0.35%	66
2024 Q1	–	Sell	-2,946	Closed	-$1.02M	–	107
2023 Q4	$1.02M	Buy	+2,946	New	+$912K	0.38%	67
2023 Q3	–	Sell	-1,610	Closed	-$500K	–	91
2023 Q2	$500K	Hold	1,610	–	–	0.25%	88
2023 Q1	$475K	Buy	1,610 +617	+62%	+$189K	0.25%	93
2022 Q4	$314K	Buy	+993	New	+$302K	0.17%	109

Other funds holding HD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Bank of America

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

Capital World Investors

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

Capital Research Global Investors

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