Heritage Investment Group’s Home Depot HD Stock Holding History

Heritage Investment Group’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	$581K	Sell	1,767 -80	-4%	-$29.2K	0.09%	70
2025 Q4	$636K	Buy	1,847 +45	+2%	+$16.5K	0.1%	69
2025 Q3	$730K	Buy	1,802 +19	+1%	+$7.47K	0.12%	55
2025 Q2	$654K	Hold	1,783	–	–	0.11%	55
2025 Q1	$653K	Buy	1,783 +50	+3%	+$19.5K	0.12%	51
2024 Q4	$674K	Sell	1,733 -286	-14%	-$117K	0.13%	48
2024 Q3	$818K	Hold	2,019	–	–	0.16%	43
2024 Q2	$695K	Hold	2,019	–	–	0.14%	42
2024 Q1	$775K	Hold	2,019	–	–	0.16%	41
2023 Q4	$700K	Hold	2,019	–	–	0.16%	38
2023 Q3	$610K	Sell	2,019 -199	-9%	-$64K	0.17%	42
2023 Q2	$689K	Buy	2,218 +200	+10%	+$59.1K	0.19%	38
2023 Q1	$596K	Sell	2,018 -4	-0.2%	-$1.23K	0.18%	34
2022 Q4	$639K	Sell	2,022 -98	-5%	-$29.9K	0.2%	33
2022 Q3	$585K	Hold	2,120	–	–	0.36%	32
2022 Q2	$581K	Hold	2,120	–	–	0.33%	35
2022 Q1	$635K	Buy	2,120 +5	+0.2%	+$1.73K	0.46%	30
2021 Q4	$878K	Buy	+2,115	New	+$805K	0.69%	23

Other funds holding HD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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