Goodwin Investment Advisory’s Home Depot HD Stock Holding History

Goodwin Investment 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 Q4	–	Sell	-591	Closed	-$240K	–	27
2025 Q3	$240K	Hold	591	–	–	0.26%	24
2025 Q2	$217K	Hold	591	–	–	0.25%	26
2025 Q1	$217K	Sell	591 -373	-39%	-$145K	0.34%	24
2024 Q4	$375K	Sell	964 -72	-7%	-$29.4K	0.2%	29
2024 Q3	$420K	Sell	1,036 -134	-11%	-$48.9K	0.18%	24
2024 Q2	$403K	Sell	1,170 -9	-0.8%	-$3.07K	0.18%	23
2024 Q1	$452K	Sell	1,179 -1	-0.1%	-$365	0.21%	22
2023 Q4	$409K	Sell	1,180 -33	-3%	-$10.2K	0.21%	26
2023 Q3	$366K	Sell	1,213 -66	-5%	-$21.2K	0.22%	31
2023 Q2	$397K	Buy	+1,279	New	+$378K	0.23%	31
2023 Q1	–	Sell	-737	Closed	-$233K	–	146
2022 Q4	$233K	Hold	737	–	–	0.17%	42
2022 Q3	$203K	Hold	737	–	–	0.15%	48
2022 Q2	$202K	Sell	737 -14	-2%	-$4.13K	0.16%	40
2022 Q1	$224K	Buy	751 +22	+3%	+$7.63K	0.15%	41
2021 Q4	$302K	Buy	729 +6	+0.8%	+$2.28K	0.23%	34
2021 Q3	$237K	Buy	+723	New	+$237K	0.23%	29
2021 Q2	–	Sell	-723	Closed	-$221K	–	135
2021 Q1	$221K	Hold	723	–	–	0.26%	23
2020 Q4	$192K	Buy	+723	New	+$199K	0.23%	27

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

Norges Bank Oslo, Norway $935B AUM

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

Goodwin Investment Advisory's HD Position: Q4 2025 in Review

Goodwin Investment Advisory sold out of Home Depot (HD) in Q4 2025, closing a stake of 591 shares — an estimated $240K sold.

Goodwin Investment Advisory first reported a position in HD in Q4 2020 and held it in 18 quarters. The position peaked at $452K in Q1 2024. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Goodwin Investment Advisory reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Goodwin Investment Advisory sold 591 Home Depot shares in Q4 2025, an estimated $240K.
Goodwin Investment Advisory first reported a position in Home Depot in Q4 2020 and held it in 18 quarters.
Goodwin Investment Advisory's Home Depot position peaked at $452K in Q1 2024.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Goodwin Investment Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.