Congress Wealth Management’s Home Depot HD Stock Holding History

Congress 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	$49.5M	Buy	135,063 +19,079	+16%	+$6.9M	0.48%	40
2025 Q1	$42.5M	Buy	115,984 +9,714	+9%	+$3.79M	0.51%	42
2024 Q4	$41.3M	Buy	106,270 +2,160	+2%	+$882K	0.57%	38
2024 Q3	$42.2M	Buy	104,110 +7,462	+8%	+$2.72M	0.56%	34
2024 Q2	$33.3M	Buy	96,648 +1,459	+2%	+$498K	0.53%	37
2024 Q1	$36.5M	Buy	95,189 +1,843	+2%	+$673K	0.63%	29
2023 Q4	$32.3M	Buy	93,346 +4,902	+6%	+$1.52M	0.59%	34
2023 Q3	$26.7M	Buy	88,444 +3,162	+4%	+$1.02M	0.55%	37
2023 Q2	$26.5M	Buy	85,282 +1,035	+1%	+$306K	0.61%	34
2023 Q1	$24.9M	Buy	84,247 +687	+0.8%	+$211K	0.6%	33
2022 Q4	$26.4M	Buy	83,560 +1,911	+2%	+$582K	0.68%	28
2022 Q3	$22.5M	Buy	81,649 +2,514	+3%	+$742K	0.61%	35
2022 Q2	$21.7M	Sell	79,135 -26	-0%	-$7.68K	0.55%	35
2022 Q1	$23.7M	Buy	79,161 +1,166	+1%	+$404K	0.52%	41
2021 Q4	$32.4M	Buy	+77,995	New	+$29.7M	0.64%	35

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Wealth Management increased its Home Depot (HD) stake by 16% in Q2 2025, buying an estimated $6.9M and bringing the position to 135,063 shares worth $49.5M. The position accounts for 0.48% of the portfolio, ranked #40.

Congress Wealth Management first reported a position in HD in Q4 2021 and has held it in 15 quarters since. 4,001 funds tracked by Wall St. Rank hold HD as of Q2 2025.

Congress Wealth Management held 135,063 shares of Home Depot worth $49.5M as of Q2 2025.
Congress Wealth Management bought 19,079 Home Depot shares in Q2 2025, an estimated $6.9M.
Home Depot made up 0.48% of Congress Wealth Management's portfolio in Q2 2025, its #40 holding.
Congress Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 15 quarters since.
4,001 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.