AWM
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Accredited Wealth Management’s Home Depot HD Stock Holding History

Accredited 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 		$55.5K Buy
151
+14
+10% +$5.5K 0.04% 134
2025
Q2 		$50.2K Hold
137
– – 0.04% 134
2025
Q1 		$50.2K Hold
137
– – 0.04% 123
2024
Q4 		$53.3K Buy
+137
New +$56K 0.05% 135

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Accredited Wealth Management increased its Home Depot (HD) stake by 10% in Q3 2025, buying an estimated $5.5K and bringing the position to 151 shares worth $55.5K. The position accounts for 0.04% of the portfolio, ranked #134.

Accredited Wealth Management first reported a position in HD in Q4 2024 and has held it in 4 quarters since. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Accredited Wealth Management held 151 shares of Home Depot worth $55.5K as of Q3 2025.
  • Accredited Wealth Management bought 14 Home Depot shares in Q3 2025, an estimated $5.5K.
  • Home Depot made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #134 holding.
  • Accredited Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 4 quarters since.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.