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Legacy Wealth Management (Tennessee)’s Home Depot HD Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-618
Closed -$240K – 42
2024
Q4 		$240K Sell
618
-4
-0.6% -$1.63K 0.02% 40
2024
Q3 		$252K Buy
+622
New +$227K 0.02% 40

Other funds holding HD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s HD Position: Q1 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Home Depot (HD) in Q1 2025, closing a stake of 618 shares — an estimated $240K sold.

Legacy Wealth Management (Tennessee) first reported a position in HD in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 618 Home Depot shares in Q1 2025, an estimated $240K.
  • Legacy Wealth Management (Tennessee) first reported a position in Home Depot in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s Home Depot position peaked at $252K in Q3 2024.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2025, filed 25 Apr 2025.