Integris Wealth Management’s Home Depot HD Stock Holding History

Integris Wealth Management’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	–	Sell	-648	Closed	-$262K	–	123
2025 Q3	$262K	Buy	648 +73	+13%	+$28.7K	0.06%	99
2025 Q2	$211K	Buy	+575	New	+$208K	0.05%	112
2024 Q3	–	Sell	-584	Closed	-$201K	–	105
2024 Q2	$201K	Sell	584 -37	-6%	-$12.6K	0.06%	92
2024 Q1	$238K	Buy	+621	New	+$227K	0.07%	88

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

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integris Wealth Management's HD Position: Q4 2025 in Review

Integris Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 648 shares — an estimated $262K sold.

Integris Wealth Management first reported a position in HD in Q1 2024 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Integris Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Integris Wealth Management sold 648 Home Depot shares in Q4 2025, an estimated $262K.
Integris Wealth Management first reported a position in Home Depot in Q1 2024 and held it in 4 quarters.
Integris Wealth Management's Home Depot position peaked at $262K in Q3 2025.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Integris Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.