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Beta Wealth Group’s Home Depot HD Stock Holding History

Beta Wealth Group’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 		– Sell
-5,758
Closed -$2.11M – 122
2025
Q2 		$2.11M Sell
5,758
-398
-6% -$144K 0.77% 37
2025
Q1 		$2.26M Sell
6,156
-3,112
-34% -$1.21M 0.81% 32
2024
Q4 		$3.6M Buy
9,268
+2,269
+32% +$927K 1.59% 21
2024
Q3 		$2.84M Sell
6,999
-307
-4% -$112K 1.28% 26
2024
Q2 		$2.51M Buy
7,306
+518
+8% +$177K 1.19% 30
2024
Q1 		$2.6M Sell
6,788
-1,418
-17% -$518K 1.27% 27
2023
Q4 		$2.84M Sell
8,206
-1,959
-19% -$607K 1.49% 22
2023
Q3 		$3.07M Sell
10,165
-672
-6% -$216K 1.82% 17
2023
Q2 		$3.37M Buy
10,837
+161
+2% +$47.6K 1.95% 17
2023
Q1 		$3.15M Sell
10,676
-157
-1% -$48.1K 1.8% 19
2022
Q4 		$3.42M Buy
10,833
+414
+4% +$126K 2.3% 16
2022
Q3 		$2.88M Buy
10,419
+114
+1% +$33.6K 2.07% 18
2022
Q2 		$2.83M Buy
10,305
+416
+4% +$123K 1.89% 21
2022
Q1 		$2.96M Sell
9,889
-1,095
-10% -$380K 1.98% 19
2021
Q4 		$3.6M Hold
10,984
– – 2.6% 15
2021
Q3 		$3.6M Buy
10,984
+86
+0.8% +$28.2K 2.6% 15
2021
Q2 		$3.47M Buy
10,898
+167
+2% +$53.1K 2.42% 15
2021
Q1 		$3.27M Sell
10,731
-7,235
-40% -$1.99M 2.38% 15
2020
Q4 		$4.77M Buy
+17,966
New +$4.94M 4.1% 10

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

Beta Wealth Group's HD Position: Q3 2025 in Review

Beta Wealth Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 5,758 shares — an estimated $2.11M sold.

Beta Wealth Group first reported a position in HD in Q4 2020 and held it in 19 quarters. The position peaked at $4.77M in Q4 2020. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Beta Wealth Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 5,758 Home Depot shares in Q3 2025, an estimated $2.11M.
  • Beta Wealth Group first reported a position in Home Depot in Q4 2020 and held it in 19 quarters.
  • Beta Wealth Group's Home Depot position peaked at $4.77M in Q4 2020.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.