Gray Wealth Management’s Home Depot HD Stock Holding History

Gray 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	$228K	Buy	+586	New	+$239K	0.09%	120
2022 Q2	–	Sell	-857	Closed	-$257K	–	117
2022 Q1	$257K	Buy	857 +65	+8%	+$22.5K	0.13%	99
2021 Q4	$329K	Sell	792 -20	-2%	-$7.61K	0.16%	82
2021 Q3	$267K	Buy	812 +26	+3%	+$8.54K	0.15%	94
2021 Q2	$251K	Buy	+786	New	+$250K	0.14%	97

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Gray Wealth Management opened a new position in Home Depot (HD) in Q4 2024: 586 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #120 among its holdings. This is a return to the name: Gray Wealth Management previously reported a position in HD as recently as Q1 2022.

Gray Wealth Management first reported a position in HD in Q2 2021 and has held it in 5 quarters since. The position peaked at $329K in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Gray Wealth Management held 586 shares of Home Depot worth $228K as of Q4 2024.
Home Depot was a new Gray Wealth Management position in Q4 2024.
Home Depot made up 0.09% of Gray Wealth Management's portfolio in Q4 2024, its #120 holding.
Gray Wealth Management first reported a position in Home Depot in Q2 2021 and has held it in 5 quarters since.
Gray Wealth Management's Home Depot position peaked at $329K in Q4 2021.
4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.