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Copperwynd Financial’s Home Depot HD Stock Holding History

Copperwynd 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
Q2 		$1.36M Buy
3,707
+312
+9% +$113K 0.34% 51
2025
Q1 		$1.24M Sell
3,395
-451
-12% -$176K 0.34% 54
2024
Q4 		$1.5M Sell
3,846
-267
-6% -$109K 0.41% 42
2024
Q3 		$1.67M Sell
4,113
-569
-12% -$208K 0.5% 33
2024
Q2 		$1.72M Buy
4,682
+350
+8% +$119K 0.56% 32
2024
Q1 		$1.66M Buy
4,332
+815
+23% +$298K 0.6% 30
2023
Q4 		$1.22M Buy
3,517
+100
+3% +$31K 0.48% 37
2023
Q3 		$1.03M Sell
3,417
-30
-0.9% -$9.65K 0.48% 35
2023
Q2 		$1.07M Sell
3,447
-147
-4% -$43.4K 0.5% 42
2023
Q1 		$1.06M Buy
3,594
+1
+0% +$307 0.54% 40
2022
Q4 		$1.13M Buy
3,593
+437
+14% +$133K 0.64% 37
2022
Q3 		$871K Sell
3,156
-4
-0.1% -$1.18K 0.5% 42
2022
Q2 		$867K Buy
3,160
+584
+23% +$172K 0.51% 42
2022
Q1 		$771K Buy
2,576
+130
+5% +$45.1K 0.32% 51
2021
Q4 		$1.01M Sell
2,446
-16
-0.6% -$6.09K 0.39% 38
2021
Q3 		$808K Sell
2,462
-25
-1% -$8.21K 0.33% 45
2021
Q2 		$793K Buy
2,487
+215
+9% +$68.4K 0.34% 45
2021
Q1 		$694K Hold
2,272
– – 0.31% 43
2020
Q4 		$603K Buy
2,272
+172
+8% +$47.3K 0.29% 53
2020
Q3 		$583K Hold
2,100
– – 0.31% 46
2020
Q2 		$526K Sell
2,100
-70
-3% -$16K 0.3% 47
2020
Q1 		$405K Buy
2,170
+15
+0.7% +$3.29K 0.19% 53
2019
Q4 		$471K Buy
2,155
+23
+1% +$5.21K 0.25% 86
2019
Q3 		$497K Buy
2,132
+22
+1% +$4.81K 0.28% 79
2019
Q2 		$439K Hold
2,110
– – 0.25% 71
2019
Q1 		$405K Sell
2,110
-80
-4% -$14.7K 0.24% 77
2018
Q4 		$376K Buy
2,190
+244
+13% +$43.8K 0.23% 54
2018
Q3 		$403K Sell
1,946
-100
-5% -$20.1K 0.24% 71
2018
Q2 		$399K Hold
2,046
– – 0.28% 59
2018
Q1 		$365K Hold
2,046
– – 0.25% 65
2017
Q4 		$388K Buy
+2,046
New +$353K 0.28% 61

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

Copperwynd Financial's HD Position: Q2 2025 in Review

Copperwynd Financial increased its Home Depot (HD) stake by 9.2% in Q2 2025, buying an estimated $113K and bringing the position to 3,707 shares worth $1.36M. The position accounts for 0.34% of the portfolio, ranked #51.

Copperwynd Financial first reported a position in HD in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.72M in Q2 2024. 3,996 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Copperwynd Financial held 3,707 shares of Home Depot worth $1.36M as of Q2 2025.
  • Copperwynd Financial bought 312 Home Depot shares in Q2 2025, an estimated $113K.
  • Home Depot made up 0.34% of Copperwynd Financial's portfolio in Q2 2025, its #51 holding.
  • Copperwynd Financial first reported a position in Home Depot in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Home Depot position peaked at $1.72M in Q2 2024.
  • 3,996 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.