HWA
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Heartwood Wealth Advisors’s Home Depot HD Stock Holding History

Heartwood Wealth Advisors’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
2026
Q1 		$2.03M Buy
6,161
+3,241
+111% +$1.18M 0.18% 62
2025
Q4 		$1M Buy
2,920
+224
+8% +$82K 0.09% 88
2025
Q3 		$1.09M Hold
2,696
– – 0.1% 82
2025
Q2 		$988K Buy
2,696
+200
+8% +$72.4K 0.1% 81
2025
Q1 		$915K Sell
2,496
-61
-2% -$23.8K 0.1% 76
2024
Q4 		$995K Buy
2,557
+20
+0.8% +$8.17K 0.11% 68
2024
Q3 		$1.03M Sell
2,537
-15
-0.6% -$5.47K 0.11% 66
2024
Q2 		$879K Sell
2,552
-16
-0.6% -$5.46K 0.11% 73
2024
Q1 		$985K Hold
2,568
– – 0.12% 58
2023
Q4 		$890K Hold
2,568
– – 0.12% 55
2023
Q3 		$776K Buy
2,568
+500
+24% +$161K 0.11% 60
2023
Q2 		$642K Buy
2,068
+437
+27% +$129K 0.09% 73
2023
Q1 		$481K Buy
1,631
+61
+4% +$18.7K 0.07% 82
2022
Q4 		$496K Sell
1,570
-12
-0.8% -$3.66K 0.08% 80
2022
Q3 		$437K Buy
1,582
+63
+4% +$18.6K 0.08% 74
2022
Q2 		$417K Sell
1,519
-54
-3% -$15.9K 0.07% 77
2022
Q1 		$471K Buy
+1,573
New +$546K 0.07% 76

Other funds holding HD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return