Caerus Investment Advisors’s Home Depot HD Stock Holding History

Caerus Investment 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
2022 Q1	–	Sell	-5,000	Closed	-$1.87M	–	61
2021 Q4	$1.87M	Buy	+5,000	New	+$1.9M	2.02%	12

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caerus Investment Advisors's HD Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 1,361 shares — an estimated $551K sold.

Caerus Investment Advisors first reported a position in HD in Q4 2021 and held it in 7 quarters. The position peaked at $1.76M in Q4 2021. 4,158 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Caerus Investment Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Caerus Investment Advisors sold 1,361 Home Depot shares in Q4 2025, an estimated $551K.
Caerus Investment Advisors first reported a position in Home Depot in Q4 2021 and held it in 7 quarters.
Caerus Investment Advisors's Home Depot position peaked at $1.76M in Q4 2021.
4,158 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.