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Ehrlich Financial Group’s Home Depot HD Stock Holding History

Ehrlich Financial Group’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 		– Sell
-581
Closed -$213K – 112
2025
Q2 		$213K Buy
+581
New +$210K 0.14% 103
2025
Q1 		– Sell
-558
Closed -$217K – 110
2024
Q4 		$217K Sell
558
-8
-1% -$3.27K 0.15% 100
2024
Q3 		$229K Sell
566
-99
-15% -$36.1K 0.16% 92
2024
Q2 		$229K Buy
665
+78
+13% +$26.6K 0.18% 92
2024
Q1 		$225K Buy
587
+1
+0.2% +$365 0.19% 86
2023
Q4 		$203K Buy
+586
New +$181K 0.2% 93

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

Ehrlich Financial Group's HD Position: Q3 2025 in Review

Ehrlich Financial Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 581 shares — an estimated $213K sold.

Ehrlich Financial Group first reported a position in HD in Q4 2023 and held it in 6 quarters. The position peaked at $229K in Q3 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Ehrlich Financial Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 581 Home Depot shares in Q3 2025, an estimated $213K.
  • Ehrlich Financial Group first reported a position in Home Depot in Q4 2023 and held it in 6 quarters.
  • Ehrlich Financial Group's Home Depot position peaked at $229K in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Ehrlich Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.