EWA
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Elevate Wealth Advisory’s Home Depot HD Stock Holding History

Elevate Wealth Advisory’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
-860
Closed -$315K – 126
2025
Q2 		$315K Sell
860
-152
-15% -$55K 0.22% 57
2025
Q1 		$371K Sell
1,012
-2
-0.2% -$779 0.26% 54
2024
Q4 		$394K Buy
1,014
+11
+1% +$4.49K 0.3% 47
2024
Q3 		$406K Hold
1,003
– – 0.3% 45
2024
Q2 		$345K Hold
1,003
– – 0.28% 45
2024
Q1 		$385K Hold
1,003
– – 0.33% 39
2023
Q4 		$347K Buy
+1,003
New +$311K 0.32% 42

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

Elevate Wealth Advisory's HD Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Home Depot (HD) in Q3 2025, closing a stake of 860 shares — an estimated $315K sold.

Elevate Wealth Advisory first reported a position in HD in Q4 2023 and held it in 7 quarters. The position peaked at $406K in Q3 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 860 Home Depot shares in Q3 2025, an estimated $315K.
  • Elevate Wealth Advisory first reported a position in Home Depot in Q4 2023 and held it in 7 quarters.
  • Elevate Wealth Advisory's Home Depot position peaked at $406K in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.