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Atria Wealth Solutions’s Home Depot HD Stock Holding History

Atria Wealth Solutions’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
Q2 		$8.83M Sell
24,021
-36,097
-60% -$13.1M 0.2% 115
2025
Q1 		$22M Sell
60,118
-8,289
-12% -$3.23M 0.27% 80
2024
Q4 		$26.6M Buy
68,407
+3,786
+6% +$1.55M 0.29% 70
2024
Q3 		$26.2M Sell
64,621
-8,535
-12% -$3.11M 0.28% 71
2024
Q2 		$25.2M Sell
73,156
-1,997
-3% -$681K 0.28% 70
2024
Q1 		$28.8M Sell
75,153
-65
-0.1% -$23.7K 0.33% 54
2023
Q4 		$26.1M Buy
75,218
+1,140
+2% +$353K 0.33% 56
2023
Q3 		$22.4M Sell
74,078
-602
-0.8% -$194K 0.31% 66
2023
Q2 		$23.2M Buy
74,680
+1,316
+2% +$389K 0.32% 66
2023
Q1 		$21.7M Buy
73,364
+12
+0% +$3.68K 0.32% 69
2022
Q4 		$23.2M Buy
73,352
+1,042
+1% +$317K 0.37% 57
2022
Q3 		$20M Buy
72,310
+24,235
+50% +$7.15M 0.34% 56
2022
Q2 		$13.2M Sell
48,075
-17,665
-27% -$5.22M 0.25% 91
2022
Q1 		$19.7M Buy
+65,740
New +$22.8M 0.33% 63

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

Atria Wealth Solutions's HD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Home Depot (HD) stake by 60% in Q2 2025, selling an estimated $13.1M and leaving 24,021 shares worth $8.83M. The position accounts for 0.2% of the portfolio, ranked #115.

Atria Wealth Solutions first reported a position in HD in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.8M in Q1 2024. 4,001 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Atria Wealth Solutions held 24,021 shares of Home Depot worth $8.83M as of Q2 2025.
  • Atria Wealth Solutions sold 36,097 Home Depot shares in Q2 2025, an estimated $13.1M.
  • Home Depot made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #115 holding.
  • Atria Wealth Solutions first reported a position in Home Depot in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Home Depot position peaked at $28.8M in Q1 2024.
  • 4,001 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.