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EFG Asset Management’s Home Depot HD Stock Holding History

EFG Asset 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
Q3 		$5.55M Buy
13,698
+2,464
+22% +$969K 0.72% 40
2025
Q2 		$4.12M Sell
11,234
-3,343
-23% -$1.21M 0.58% 71
2025
Q1 		$5.34M Buy
14,577
+1,134
+8% +$442K 0.89% 21
2024
Q4 		$5.23M Sell
13,443
-497
-4% -$203K 0.71% 37
2024
Q3 		$5.65M Buy
13,940
+637
+5% +$232K 0.94% 17
2024
Q2 		$4.58M Buy
13,303
+688
+5% +$235K 0.79% 23
2024
Q1 		$4.84M Buy
12,615
+2,202
+21% +$804K 0.84% 26
2023
Q4 		$3.61M Buy
10,413
+3,434
+49% +$1.06M 0.68% 50
2023
Q3 		$2.11M Buy
6,979
+2,057
+42% +$662K 0.5% 65
2023
Q2 		$1.53M Sell
4,922
-281
-5% -$83K 0.33% 106
2023
Q1 		$1.54M Sell
5,203
-3,583
-41% -$1.1M 0.34% 106
2022
Q4 		$2.82M Buy
8,786
+372
+4% +$113K 0.63% 57
2022
Q3 		$2.33M Sell
8,414
-688
-8% -$203K 0.54% 63
2022
Q2 		$2.5M Sell
9,102
-1,392
-13% -$411K 0.53% 64
2022
Q1 		$3.14M Sell
10,494
-69
-0.7% -$23.9K 0.47% 62
2021
Q4 		$4.38M Buy
+10,563
New +$4.02M 0.57% 55

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

EFG Asset Management's HD Position: Q3 2025 in Review

EFG Asset Management increased its Home Depot (HD) stake by 22% in Q3 2025, buying an estimated $969K and bringing the position to 13,698 shares worth $5.55M. The position accounts for 0.72% of the portfolio, ranked #40.

EFG Asset Management first reported a position in HD in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.65M in Q3 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • EFG Asset Management held 13,698 shares of Home Depot worth $5.55M as of Q3 2025.
  • EFG Asset Management bought 2,464 Home Depot shares in Q3 2025, an estimated $969K.
  • Home Depot made up 0.72% of EFG Asset Management's portfolio in Q3 2025, its #40 holding.
  • EFG Asset Management first reported a position in Home Depot in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Home Depot position peaked at $5.65M in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.