CWM
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Centricity Wealth Management’s Home Depot HD Stock Holding History

Centricity 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
Q2 		$470K Buy
1,282
+1
+0.1% +$362 0.38% 48
2025
Q1 		$470K Buy
1,281
+1
+0.1% +$390 0.43% 43
2024
Q4 		$498K Buy
+1,280
New +$523K 0.46% 41

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's HD Position: Q2 2025 in Review

Centricity Wealth Management increased its Home Depot (HD) stake by 0.08% in Q2 2025, buying an estimated $362 and bringing the position to 1,282 shares worth $470K. The position accounts for 0.38% of the portfolio, ranked #48.

Centricity Wealth Management first reported a position in HD in Q4 2024 and has held it in 3 quarters since. The position peaked at $498K in Q4 2024. 4,001 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Centricity Wealth Management held 1,282 shares of Home Depot worth $470K as of Q2 2025.
  • Centricity Wealth Management bought 1 Home Depot share in Q2 2025, an estimated $362.
  • Home Depot made up 0.38% of Centricity Wealth Management's portfolio in Q2 2025, its #48 holding.
  • Centricity Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Home Depot position peaked at $498K in Q4 2024.
  • 4,001 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.