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Compass Wealth Management’s Home Depot HD Stock Holding History

Compass 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
Q4 		– Sell
-848
Closed -$344K – 103
2025
Q3 		$344K Hold
848
– – 0.08% 123
2025
Q2 		$311K Sell
848
-26
-3% -$9.41K 0.07% 131
2025
Q1 		$320K Hold
874
– – 0.08% 128
2024
Q4 		$340K Hold
874
– – 0.08% 129
2024
Q3 		$354K Buy
874
+9
+1% +$3.28K 0.08% 131
2024
Q2 		$298K Buy
865
+6
+0.7% +$2.05K 0.07% 136
2024
Q1 		$330K Sell
859
-49
-5% -$17.9K 0.08% 131
2023
Q4 		$315K Buy
908
+5
+0.6% +$1.55K 0.09% 127
2023
Q3 		$273K Buy
903
+11
+1% +$3.54K 0.09% 137
2023
Q2 		$277K Sell
892
-18
-2% -$5.32K 0.08% 138
2023
Q1 		$269K Buy
910
+18
+2% +$5.52K 0.09% 140
2022
Q4 		$282K Buy
+892
New +$272K 0.09% 136

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Compass Wealth Management's HD Position: Q4 2025 in Review

Compass Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 848 shares — an estimated $344K sold.

Compass Wealth Management first reported a position in HD in Q4 2022 and held it in 12 quarters. The position peaked at $354K in Q3 2024. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Compass Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 848 Home Depot shares in Q4 2025, an estimated $344K.
  • Compass Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's Home Depot position peaked at $354K in Q3 2024.
  • 4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.