Convergence Financial’s Home Depot HD Stock Holding History

Convergence Financial’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	-579	Closed	-$212K	–	194
2025 Q2	$212K	Sell	579 -16	-3%	-$5.79K	0.04%	176
2025 Q1	$218K	Buy	595 +38	+7%	+$14.8K	0.04%	163
2024 Q4	$217K	Sell	557 -18	-3%	-$7.35K	0.04%	153
2024 Q3	$233K	Sell	575 -24	-4%	-$8.75K	0.05%	146
2024 Q2	$206K	Sell	599 -181	-23%	-$61.7K	0.05%	144
2024 Q1	$299K	Hold	780	–	–	0.12%	43
2023 Q4	$270K	Hold	780	–	–	0.12%	34
2023 Q3	$236K	Sell	780 -173	-18%	-$55.6K	0.14%	28
2023 Q2	$296K	Hold	953	–	–	0.18%	24
2023 Q1	$281K	Sell	953 -24	-2%	-$7.36K	0.21%	24
2022 Q4	$309K	Buy	977 +24	+3%	+$7.31K	0.27%	19
2022 Q3	$263K	Buy	+953	New	+$281K	0.29%	17

Other funds holding HD

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Convergence Financial's HD Position: Q3 2025 in Review

Convergence Financial sold out of Home Depot (HD) in Q3 2025, closing a stake of 579 shares — an estimated $212K sold.

Convergence Financial first reported a position in HD in Q3 2022 and held it in 12 quarters. The position peaked at $309K in Q4 2022. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Convergence Financial reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Convergence Financial sold 579 Home Depot shares in Q3 2025, an estimated $212K.
Convergence Financial first reported a position in Home Depot in Q3 2022 and held it in 12 quarters.
Convergence Financial's Home Depot position peaked at $309K in Q4 2022.
4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Convergence Financial's 13F filing for Q3 2025, filed 10 Nov 2025.