Dougherty Wealth Advisers’s Home Depot HD Stock Holding History

Dougherty Wealth Advisers’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	-93	Closed	-$37.7K	–	123
2025 Q3	$37.7K	Buy	+93	New	+$36.6K	0.02%	91
2023 Q1	–	Sell	-6	Closed	-$1.9K	–	133
2022 Q4	$1.9K	Hold	6	–	–	﹤0.01%	123
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	123
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	118
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	122
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	131
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	137
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	129
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	125
2020 Q4	$2K	Buy	+6	New	+$1.65K	﹤0.01%	140
2020 Q1	–	Sell	-67	Closed	-$15K	–	169
2019 Q4	$15K	Hold	67	–	–	0.05%	158
2019 Q3	$16K	Sell	67 -25	-27%	-$5.46K	0.05%	154
2019 Q2	$19K	Hold	92	–	–	0.05%	178
2019 Q1	$18K	Hold	92	–	–	0.06%	158
2018 Q4	$17K	Buy	+92	New	+$16.5K	0.06%	168

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

Norges Bank Oslo, Norway $935B AUM

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

Dougherty Wealth Advisers's HD Position: Q4 2025 in Review

Dougherty Wealth Advisers sold out of Home Depot (HD) in Q4 2025, closing a stake of 93 shares — an estimated $37.7K sold.

Dougherty Wealth Advisers first reported a position in HD in Q4 2018 and held it in 15 quarters. The position peaked at $37.7K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Dougherty Wealth Advisers reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 93 Home Depot shares in Q4 2025, an estimated $37.7K.
Dougherty Wealth Advisers first reported a position in Home Depot in Q4 2018 and held it in 15 quarters.
Dougherty Wealth Advisers's Home Depot position peaked at $37.7K in Q3 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.