Carter Financial Group’s Home Depot HD Stock Holding History

Carter Financial 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	-616	Closed	-$226K	–	124
2025 Q2	$226K	Buy	+616	New	+$223K	0.15%	97

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carter Financial Group's HD Position: Q3 2025 in Review

Carter Financial Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 616 shares — an estimated $226K sold.

Carter Financial Group first reported a position in HD in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Carter Financial Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Carter Financial Group sold 616 Home Depot shares in Q3 2025, an estimated $226K.
Carter Financial Group first reported a position in Home Depot in Q2 2025 and held it in 1 quarter.
Carter Financial Group's Home Depot position peaked at $226K in Q2 2025.
4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.