Legacy Financial Group (Oklahoma)’s Home Depot HD Stock Holding History

Legacy Financial Group (Oklahoma)’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	-510	Closed	-$207K	–	95
2025 Q3	$207K	Buy	+510	New	+$201K	0.06%	87
2023 Q4	–	Sell	-683	Closed	-$206K	–	71
2023 Q3	$206K	Sell	683 -3	-0.4%	-$965	0.1%	68
2023 Q2	$213K	Buy	+686	New	+$203K	0.11%	69

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

Legacy Financial Group (Oklahoma)'s HD Position: Q4 2025 in Review

Legacy Financial Group (Oklahoma) sold out of Home Depot (HD) in Q4 2025, closing a stake of 510 shares — an estimated $207K sold.

Legacy Financial Group (Oklahoma) first reported a position in HD in Q2 2023 and held it in 3 quarters. The position peaked at $213K in Q2 2023. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Legacy Financial Group (Oklahoma) reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Legacy Financial Group (Oklahoma) sold 510 Home Depot shares in Q4 2025, an estimated $207K.
Legacy Financial Group (Oklahoma) first reported a position in Home Depot in Q2 2023 and held it in 3 quarters.
Legacy Financial Group (Oklahoma)'s Home Depot position peaked at $213K in Q2 2023.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q4 2025, filed 6 Feb 2026.