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Brass Tax Wealth Management’s Home Depot HD Stock Holding History

Brass Tax 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 		$642K Sell
1,586
-12
-0.8% -$4.72K 0.11% 99
2025
Q2 		$586K Buy
1,598
+278
+21% +$101K 0.11% 99
2025
Q1 		$484K Sell
1,320
-4
-0.3% -$1.56K 0.1% 104
2024
Q4 		$515K Sell
1,324
-29
-2% -$11.8K 0.11% 93
2024
Q3 		$548K Buy
1,353
+749
+124% +$273K 0.12% 83
2024
Q2 		$208K Buy
604
+72
+14% +$24.6K 0.09% 135
2024
Q1 		$204K Buy
+532
New +$194K 0.11% 109

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

Brass Tax Wealth Management's HD Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Home Depot (HD) stake by 0.75% in Q3 2025, selling an estimated $4.72K and leaving 1,586 shares worth $642K. The position accounts for 0.11% of the portfolio, ranked #99.

Brass Tax Wealth Management first reported a position in HD in Q1 2024 and has held it in 7 quarters since. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Brass Tax Wealth Management held 1,586 shares of Home Depot worth $642K as of Q3 2025.
  • Brass Tax Wealth Management sold 12 Home Depot shares in Q3 2025, an estimated $4.72K.
  • Home Depot made up 0.11% of Brass Tax Wealth Management's portfolio in Q3 2025, its #99 holding.
  • Brass Tax Wealth Management first reported a position in Home Depot in Q1 2024 and has held it in 7 quarters since.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.