FWM
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Fairhaven Wealth Management’s Home Depot HD Stock Holding History

Fairhaven Wealth 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
2024
Q4 		$1.2M Buy
3,079
+21
+0.7% +$8.58K 0.37% 40
2024
Q3 		$1.24M Buy
3,058
+26
+0.9% +$9.48K 0.38% 39
2024
Q2 		$1.04M Buy
3,032
+27
+0.9% +$9.21K 0.35% 44
2024
Q1 		$1.15M Sell
3,005
-286
-9% -$104K 0.4% 40
2023
Q4 		$1.14M Sell
3,291
-87
-3% -$26.9K 0.42% 39
2023
Q3 		$1.02M Sell
3,378
-24
-0.7% -$7.72K 0.41% 38
2023
Q2 		$1.06M Buy
+3,402
New +$1M 0.4% 38
2022
Q4 		$1.07M Hold
3,402
– – 0.46% 39
2022
Q3 		$939K Sell
3,402
-46
-1% -$13.6K 0.42% 40
2022
Q2 		$946K Buy
3,448
+88
+3% +$26K 0.44% 41
2022
Q1 		$1.01M Buy
3,360
+37
+1% +$12.8K 0.41% 41
2021
Q4 		$1.38M Sell
3,323
-12
-0.4% -$4.57K 0.54% 35
2021
Q3 		$1.09M Buy
3,335
+231
+7% +$75.8K 0.45% 41
2021
Q2 		$990K Buy
3,104
+280
+10% +$89.1K 0.39% 42
2021
Q1 		$862K Sell
2,824
-168
-6% -$46.3K 0.36% 44
2020
Q4 		$795K Sell
2,992
-41
-1% -$11.3K 0.35% 48
2020
Q3 		$842K Hold
3,033
– – 0.5% 43
2020
Q2 		$760K Buy
3,033
+162
+6% +$37.1K 0.5% 41
2020
Q1 		$536K Buy
2,871
+90
+3% +$19.8K 0.49% 42
2019
Q4 		$607K Sell
2,781
-101
-4% -$22.9K 0.51% 31
2019
Q3 		$669K Hold
2,882
– – 0.63% 27
2019
Q2 		$599K Sell
2,882
-39
-1% -$7.78K 0.56% 29
2019
Q1 		$561K Sell
2,921
-73
-2% -$13.4K 0.53% 27
2018
Q4 		$514K Buy
+2,994
New +$537K 0.51% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fairhaven Wealth Management's HD Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Home Depot (HD) stake by 0.69% in Q4 2024, buying an estimated $8.58K and bringing the position to 3,079 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #40.

Fairhaven Wealth Management first reported a position in HD in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2021. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Fairhaven Wealth Management held 3,079 shares of Home Depot worth $1.2M as of Q4 2024.
  • Fairhaven Wealth Management bought 21 Home Depot shares in Q4 2024, an estimated $8.58K.
  • Home Depot made up 0.37% of Fairhaven Wealth Management's portfolio in Q4 2024, its #40 holding.
  • Fairhaven Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's Home Depot position peaked at $1.38M in Q4 2021.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.