Edge Financial Advisors’s Home Depot HD Stock Holding History

Edge Financial Advisors’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	$210K	Sell	610 -184	-23%	-$67.4K	0.09%	127
2025 Q3	$322K	Sell	794 -140	-15%	-$55K	0.14%	106
2025 Q2	$345K	Buy	934 +182	+24%	+$65.9K	0.18%	90
2025 Q1	$276K	Buy	752 +139	+23%	+$54.2K	0.17%	81
2024 Q4	$238K	Buy	613 +103	+20%	+$42.1K	0.21%	89
2024 Q3	$207K	Buy	+510	New	+$186K	0.18%	91
2024 Q2	–	Sell	-648	Closed	-$249K	–	106
2024 Q1	$249K	Buy	+648	New	+$237K	0.22%	115

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

Edge Financial Advisors's HD Position: Q4 2025 in Review

Edge Financial Advisors reduced its Home Depot (HD) stake by 23% in Q4 2025, selling an estimated $67.4K and leaving 610 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #127.

Edge Financial Advisors first reported a position in HD in Q1 2024 and has held it in 7 quarters since. The position peaked at $345K in Q2 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Edge Financial Advisors held 610 shares of Home Depot worth $210K as of Q4 2025.
Edge Financial Advisors sold 184 Home Depot shares in Q4 2025, an estimated $67.4K.
Home Depot made up 0.09% of Edge Financial Advisors's portfolio in Q4 2025, its #127 holding.
Edge Financial Advisors first reported a position in Home Depot in Q1 2024 and has held it in 7 quarters since.
Edge Financial Advisors's Home Depot position peaked at $345K in Q2 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.