Heritage Wealth Partners’s Home Depot HD Stock Holding History

Heritage Wealth Partners’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 Q1	$267K	Buy	728 +3	+0.4%	+$1.17K	0.41%	49
2024 Q4	$282K	Buy	725 +29	+4%	+$11.8K	0.35%	50
2024 Q3	$282K	Sell	696 -284	-29%	-$104K	0.33%	51
2024 Q2	$337K	Buy	980 +399	+69%	+$136K	0.49%	41
2024 Q1	$201K	Hold	581	–	–	0.41%	43
2023 Q4	$201K	Buy	+581	New	+$180K	0.41%	43

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Partners's HD Position: Q1 2025 in Review

Heritage Wealth Partners increased its Home Depot (HD) stake by 0.41% in Q1 2025, buying an estimated $1.17K and bringing the position to 728 shares worth $267K. The position accounts for 0.41% of the portfolio, ranked #49.

Heritage Wealth Partners first reported a position in HD in Q4 2023 and has held it in 6 quarters since. The position peaked at $337K in Q2 2024. 4,001 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Heritage Wealth Partners held 728 shares of Home Depot worth $267K as of Q1 2025.
Heritage Wealth Partners bought 3 Home Depot shares in Q1 2025, an estimated $1.17K.
Home Depot made up 0.41% of Heritage Wealth Partners's portfolio in Q1 2025, its #49 holding.
Heritage Wealth Partners first reported a position in Home Depot in Q4 2023 and has held it in 6 quarters since.
Heritage Wealth Partners's Home Depot position peaked at $337K in Q2 2024.
4,001 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.