IronBridge Private Wealth’s Home Depot HD Stock Holding History

IronBridge Private Wealth’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	$245K	Buy	744 +126	+20%	+$45.9K	0.08%	42
2025 Q4	$213K	Hold	618	–	–	0.07%	44
2025 Q3	$250K	Buy	618 +3	+0.5%	+$1.18K	0.08%	45
2025 Q2	$226K	Sell	615 -1	-0.2%	-$362	0.08%	36
2025 Q1	$226K	Sell	616 -11	-2%	-$4.29K	0.09%	51
2024 Q4	$244K	Buy	627 +2	+0.3%	+$817	0.09%	44
2024 Q3	$253K	Buy	625 +21	+3%	+$7.66K	0.09%	41
2024 Q2	$208K	Buy	604 +3	+0.5%	+$1.02K	0.08%	41
2024 Q1	$231K	Buy	601 +2	+0.3%	+$731	0.1%	41
2023 Q4	$208K	Buy	+599	New	+$186K	0.1%	41
2022 Q1	–	Sell	-115	Closed	-$48K	–	148
2021 Q4	$48K	Buy	115 +100	+667%	+$38.1K	0.03%	71
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	210
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	211
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	232
2020 Q4	$4K	Buy	+15	New	+$4.12K	﹤0.01%	210

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