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Hurlow Wealth Management Group’s Home Depot HD Stock Holding History

Hurlow Wealth Management 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
2025
Q3 		– Sell
-2,139
Closed -$784K – 124
2025
Q2 		$784K Buy
2,139
+4
+0.2% +$1.45K 0.22% 45
2025
Q1 		$782K Sell
2,135
-2
-0.1% -$779 0.24% 42
2024
Q4 		$831K Buy
2,137
+27
+1% +$11K 0.26% 41
2024
Q3 		$855K Hold
2,110
– – 0.27% 41
2024
Q2 		$726K Buy
2,110
+1
+0% +$341 0.25% 42
2024
Q1 		$809K Sell
2,109
-14
-0.7% -$5.12K 0.29% 41
2023
Q4 		$736K Sell
2,123
-6
-0.3% -$1.86K 0.28% 42
2023
Q3 		$643K Buy
2,129
+5
+0.2% +$1.61K 0.28% 44
2023
Q2 		$660K Buy
2,124
+2
+0.1% +$591 0.28% 42
2023
Q1 		$626K Sell
2,122
-6
-0.3% -$1.84K 0.29% 44
2022
Q4 		$672K Buy
2,128
+37
+2% +$11.3K 0.35% 41
2022
Q3 		$577K Buy
2,091
+146
+8% +$43.1K 0.34% 45
2022
Q2 		$533K Buy
1,945
+66
+4% +$19.5K 0.31% 45
2022
Q1 		$562K Sell
1,879
-200
-10% -$69.4K 0.34% 45
2021
Q4 		$563K Hold
2,079
– – 0.44% 38
2021
Q3 		$682K Hold
2,079
– – 0.41% 36
2021
Q2 		$663K Sell
2,079
-10
-0.5% -$3.18K 0.44% 36
2021
Q1 		$638K Buy
2,089
+10
+0.5% +$2.76K 0.46% 37
2020
Q4 		$552K Hold
2,079
– – 0.43% 40
2020
Q3 		$577K Sell
2,079
-200
-9% -$54.2K 0.53% 34
2020
Q2 		$569K Buy
2,279
+200
+10% +$45.8K 0.55% 32
2020
Q1 		$413K Hold
2,079
– – 0.44% 46
2019
Q4 		$466K Hold
2,079
– – 0.46% 49
2019
Q3 		$487K Sell
2,079
-200
-9% -$43.7K 0.52% 44
2019
Q2 		$495K Hold
2,279
– – 0.52% 43
2019
Q1 		$464K Hold
2,279
– – 0.5% 45
2018
Q4 		$410K Buy
+2,279
New +$409K 0.49% 44

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

Hurlow Wealth Management Group's HD Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 2,139 shares — an estimated $784K sold.

Hurlow Wealth Management Group first reported a position in HD in Q4 2018 and held it in 27 quarters. The position peaked at $855K in Q3 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Hurlow Wealth Management Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 2,139 Home Depot shares in Q3 2025, an estimated $784K.
  • Hurlow Wealth Management Group first reported a position in Home Depot in Q4 2018 and held it in 27 quarters.
  • Hurlow Wealth Management Group's Home Depot position peaked at $855K in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.