CFS
HD icon

Compass Financial Services’s Home Depot HD Stock Holding History

Compass Financial Services’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
-98
Closed -$35.9K – 337
2025
Q2 		$35.9K Sell
98
-15
-13% -$5.43K 0.02% 117
2025
Q1 		$41.4K Buy
+113
New +$44K 0.02% 95

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

Compass Financial Services's HD Position: Q3 2025 in Review

Compass Financial Services sold out of Home Depot (HD) in Q3 2025, closing a stake of 98 shares — an estimated $35.9K sold.

Compass Financial Services first reported a position in HD in Q1 2025 and held it in 2 quarters. The position peaked at $41.4K in Q1 2025. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Compass Financial Services reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 98 Home Depot shares in Q3 2025, an estimated $35.9K.
  • Compass Financial Services first reported a position in Home Depot in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Home Depot position peaked at $41.4K in Q1 2025.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.