AWA
HD icon

Alta Wealth Advisors’s Home Depot HD Stock Holding History

Alta Wealth Advisors’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
Q4 		– Sell
-541
Closed -$219K – 173
2025
Q3 		$219K Sell
541
-7
-1% -$2.75K 0.08% 143
2025
Q2 		$201K Sell
548
-36
-6% -$13K 0.09% 117
2025
Q1 		$214K Buy
+584
New +$228K 0.1% 135
2024
Q2 		– Sell
-1,724
Closed -$661K – 125
2024
Q1 		$661K Buy
1,724
+2
+0.1% +$731 0.34% 68
2023
Q4 		$597K Sell
1,722
-72
-4% -$22.3K 0.33% 73
2023
Q3 		$542K Buy
1,794
+118
+7% +$37.9K 0.33% 80
2023
Q2 		$520K Sell
1,676
-168
-9% -$49.6K 0.31% 88
2023
Q1 		$544K Sell
1,844
-48
-3% -$14.7K 0.34% 85
2022
Q4 		$598K Buy
1,892
+157
+9% +$47.8K 0.4% 83
2022
Q3 		$479K Buy
1,735
+32
+2% +$9.45K 0.34% 88
2022
Q2 		$469K Sell
1,703
-20
-1% -$5.91K 0.32% 94
2022
Q1 		$516K Buy
1,723
+203
+13% +$70.4K 0.31% 105
2021
Q4 		$631K Buy
1,520
+83
+6% +$31.6K 0.39% 82
2021
Q3 		$472K Buy
1,437
+1
+0.1% +$328 0.34% 98
2021
Q2 		$458K Buy
1,436
+84
+6% +$26.7K 0.34% 104
2021
Q1 		$413K Buy
1,352
+16
+1% +$4.41K 0.35% 98
2020
Q4 		$355K Buy
+1,336
New +$367K 0.3% 105

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alta Wealth Advisors's HD Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 541 shares — an estimated $219K sold.

Alta Wealth Advisors first reported a position in HD in Q4 2020 and held it in 17 quarters. The position peaked at $661K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Alta Wealth Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 541 Home Depot shares in Q4 2025, an estimated $219K.
  • Alta Wealth Advisors first reported a position in Home Depot in Q4 2020 and held it in 17 quarters.
  • Alta Wealth Advisors's Home Depot position peaked at $661K in Q1 2024.
  • 4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.