Evergreen Private Wealth’s Home Depot HD Stock Holding History

Evergreen Private Wealth’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	-4	Closed	-$1.47K	–	266
2025 Q2	$1.47K	Buy	+4	New	+$1.45K	﹤0.01%	272
2024 Q3	–	Sell	-414	Closed	-$151K	–	202
2024 Q2	$143K	Buy	414 +8	+2%	+$2.73K	0.07%	82
2024 Q1	$156K	Sell	406 -12	-3%	-$4.38K	0.08%	80
2023 Q4	$145K	Buy	+418	New	+$129K	0.08%	77

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

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

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

Evergreen Private Wealth's HD Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Home Depot (HD) in Q3 2025, closing a stake of 4 shares — an estimated $1.47K sold.

Evergreen Private Wealth first reported a position in HD in Q4 2023 and held it in 4 quarters. The position peaked at $156K in Q1 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Evergreen Private Wealth reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 4 Home Depot shares in Q3 2025, an estimated $1.47K.
Evergreen Private Wealth first reported a position in Home Depot in Q4 2023 and held it in 4 quarters.
Evergreen Private Wealth's Home Depot position peaked at $156K in Q1 2024.
4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

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