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CarsonAllaria Wealth Management’s Home Depot HD Stock Holding History

CarsonAllaria 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 		– Sell
-159
Closed -$58.6K – 185
2025
Q2 		$58.6K Hold
159
– – 0.03% 128
2025
Q1 		$58.6K Buy
159
+1
+0.6% +$390 0.03% 122
2024
Q4 		$61.8K Hold
158
– – 0.04% 122
2024
Q3 		$64.1K Sell
158
-19
-11% -$6.93K 0.04% 118
2024
Q2 		$61.1K Sell
177
-19
-10% -$6.48K 0.04% 120
2024
Q1 		$75.4K Sell
196
-115
-37% -$42K 0.05% 117
2023
Q4 		$108K Buy
311
+1
+0.3% +$310 0.08% 84
2023
Q3 		$93.7K Sell
310
-311
-50% -$100K 0.08% 89
2023
Q2 		$193K Buy
621
+2
+0.3% +$591 0.15% 67
2023
Q1 		$183K Buy
619
+4
+0.7% +$1.23K 0.15% 71
2022
Q4 		$194K Hold
615
– – 0.17% 65
2022
Q3 		$170K Sell
615
-1
-0.2% -$295 0.16% 69
2022
Q2 		$169K Buy
616
+1
+0.2% +$295 0.16% 72
2022
Q1 		$184K Buy
615
+1
+0.2% +$347 0.16% 67
2021
Q4 		$255K Buy
+614
New +$234K 0.23% 54

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

CarsonAllaria Wealth Management's HD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Home Depot (HD) in Q3 2025, closing a stake of 159 shares — an estimated $58.6K sold.

CarsonAllaria Wealth Management first reported a position in HD in Q4 2021 and held it in 15 quarters. The position peaked at $255K in Q4 2021. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 159 Home Depot shares in Q3 2025, an estimated $58.6K.
  • CarsonAllaria Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Home Depot position peaked at $255K in Q4 2021.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.