Ledgewood Wealth Advisors’s Home Depot HD Stock Holding History

Ledgewood Wealth Advisors’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	-543	Closed	-$220K	–	73
2025 Q3	$220K	Buy	+543	New	+$214K	0.13%	68
2025 Q1	–	Sell	-542	Closed	-$211K	–	72
2024 Q4	$211K	Hold	542	–	–	0.14%	64
2024 Q3	$220K	Buy	+542	New	+$198K	0.15%	64
2024 Q2	–	Sell	-542	Closed	-$208K	–	62
2024 Q1	$208K	Buy	+542	New	+$198K	0.19%	58

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ledgewood Wealth Advisors's HD Position: Q4 2025 in Review

Ledgewood Wealth Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 543 shares — an estimated $220K sold.

Ledgewood Wealth Advisors first reported a position in HD in Q1 2024 and held it in 4 quarters. The position peaked at $220K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Ledgewood Wealth Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Ledgewood Wealth Advisors sold 543 Home Depot shares in Q4 2025, an estimated $220K.
Ledgewood Wealth Advisors first reported a position in Home Depot in Q1 2024 and held it in 4 quarters.
Ledgewood Wealth Advisors's Home Depot position peaked at $220K in Q3 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Ledgewood Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.