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	0.35%	56
2022 Q2	$13.2M	Sell	48,075 -17,665	-27%	-$5.22M	0.26%	91
2022 Q1	$19.7M	Buy	+65,740	New	+$22.8M	0.33%	63

Other funds holding HD

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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