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Heritage Financial Services’s Home Depot HD Stock Holding History

Heritage Financial Services’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 		$534K Sell
1,552
-196
-11% -$71.8K 0.04% 67
2025
Q3 		$708K Buy
1,748
+195
+13% +$76.7K 0.06% 59
2025
Q2 		$569K Buy
1,553
+116
+8% +$42K 0.05% 63
2025
Q1 		$526K Sell
1,437
-129
-8% -$50.3K 0.05% 63
2024
Q4 		$609K Buy
1,566
+115
+8% +$47K 0.08% 58
2024
Q3 		$588K Sell
1,451
-87
-6% -$31.7K 0.08% 55
2024
Q2 		$529K Sell
1,538
-27
-2% -$9.21K 0.08% 56
2024
Q1 		$600K Buy
1,565
+88
+6% +$32.1K 0.09% 53
2023
Q4 		$512K Buy
1,477
+50
+4% +$15.5K 0.09% 58
2023
Q3 		$431K Buy
1,427
+45
+3% +$14.5K 0.08% 53
2023
Q2 		$429K Sell
1,382
-159
-10% -$47K 0.09% 53
2023
Q1 		$455K Buy
1,541
+306
+25% +$93.8K 0.1% 47
2022
Q4 		$390K Buy
1,235
+165
+15% +$50.3K 0.1% 54
2022
Q3 		$295K Buy
1,070
+21
+2% +$6.2K 0.18% 48
2022
Q2 		$287K Sell
1,049
-32
-3% -$9.45K 0.16% 51
2022
Q1 		$323K Sell
1,081
-22
-2% -$7.63K 0.21% 57
2021
Q4 		$457K Buy
+1,103
New +$420K 0.36% 38

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
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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's HD Position: Q4 2025 in Review

Heritage Financial Services reduced its Home Depot (HD) stake by 11% in Q4 2025, selling an estimated $71.8K and leaving 1,552 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #67.

Heritage Financial Services first reported a position in HD in Q4 2021 and has held it in 17 quarters since. The position peaked at $708K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Heritage Financial Services held 1,552 shares of Home Depot worth $534K as of Q4 2025.
  • Heritage Financial Services sold 196 Home Depot shares in Q4 2025, an estimated $71.8K.
  • Home Depot made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #67 holding.
  • Heritage Financial Services first reported a position in Home Depot in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Home Depot position peaked at $708K in Q3 2025.
  • 4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.