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David Wealth Management’s Home Depot HD Stock Holding History

David 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 		$252K Buy
686
+10
+1% +$3.62K 0.19% 48
2025
Q1 		$248K Buy
676
+4
+0.6% +$1.56K 0.21% 41
2024
Q4 		$261K Buy
+672
New +$275K 0.22% 42

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

David Wealth Management increased its Home Depot (HD) stake by 1.5% in Q2 2025, buying an estimated $3.62K and bringing the position to 686 shares worth $252K. The position accounts for 0.19% of the portfolio, ranked #48.

David Wealth Management first reported a position in HD in Q4 2024 and has held it in 3 quarters since. The position peaked at $261K in Q4 2024. 4,001 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • David Wealth Management held 686 shares of Home Depot worth $252K as of Q2 2025.
  • David Wealth Management bought 10 Home Depot shares in Q2 2025, an estimated $3.62K.
  • Home Depot made up 0.19% of David Wealth Management's portfolio in Q2 2025, its #48 holding.
  • David Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Home Depot position peaked at $261K in Q4 2024.
  • 4,001 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.