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Legacy Investment Solutions’s Home Depot HD Stock Holding History

Legacy Investment Solutions’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
Q2 		$35.2K Buy
+96
New +$34.7K 0.02% 185
2024
Q4 		$42K Buy
103
+3
+3% +$1.23K 0.03% 135
2024
Q3 		$41K Buy
+100
New +$36.5K 0.02% 132

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Legacy Investment Solutions's HD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Home Depot (HD) in Q2 2025: 96 shares worth $35.2K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HD in Q3 2024 and has held it in 3 quarters since. The position peaked at $42K in Q4 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Legacy Investment Solutions held 96 shares of Home Depot worth $35.2K as of Q2 2025.
  • Home Depot was a new Legacy Investment Solutions position in Q2 2025.
  • Home Depot made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #185 holding.
  • Legacy Investment Solutions first reported a position in Home Depot in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Home Depot position peaked at $42K in Q4 2024.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.