CastleKeep Investment Advisors’s Home Depot HD Stock Holding History

CastleKeep 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
2026 Q1	$1.07M	Buy	3,255 +750	+30%	+$273K	0.58%	44
2025 Q4	$862K	Buy	2,505 +134	+6%	+$49.1K	0.39%	74
2025 Q3	$961K	Sell	2,371 -892	-27%	-$351K	0.45%	65
2025 Q2	$1.2M	Buy	3,263 +272	+9%	+$98.4K	0.59%	60
2025 Q1	$1.1M	Sell	2,991 -123	-4%	-$47.9K	0.56%	67
2024 Q4	$1.21M	Sell	3,114 -208	-6%	-$85K	0.85%	45
2024 Q3	$1.35M	Buy	3,322 +123	+4%	+$44.9K	0.92%	20
2024 Q2	$1.1M	Sell	3,199 -9	-0.3%	-$3.07K	0.85%	27
2024 Q1	$1.23M	Sell	3,208 -443	-12%	-$162K	0.89%	19
2023 Q4	$1.27M	Buy	+3,651	New	+$1.13M	0.9%	25

Other funds holding HD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CastleKeep Investment Advisors's HD Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its Home Depot (HD) stake by 30% in Q1 2026, buying an estimated $273K and bringing the position to 3,255 shares worth $1.07M. The position accounts for 0.58% of the portfolio, ranked #44.

CastleKeep Investment Advisors first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

CastleKeep Investment Advisors held 3,255 shares of Home Depot worth $1.07M as of Q1 2026.
CastleKeep Investment Advisors bought 750 Home Depot shares in Q1 2026, an estimated $273K.
Home Depot made up 0.58% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #44 holding.
CastleKeep Investment Advisors first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's Home Depot position peaked at $1.35M in Q3 2024.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.