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Legend Financial Advisors’s Home Depot HD Stock Holding History

Legend Financial 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
Q3 		– Sell
-76
Closed -$27.9K – 90
2025
Q2 		$27.9K Buy
+76
New +$27.5K 0.02% 76
2025
Q1 		– Sell
-76
Closed -$29.6K – 125
2024
Q4 		$29.6K Hold
76
– – 0.02% 71
2024
Q3 		$30.8K Sell
76
-67
-47% -$24.4K 0.02% 62
2024
Q2 		$49.2K Sell
143
-11
-7% -$3.75K 0.03% 62
2024
Q1 		$59.1K Buy
154
+41
+36% +$15K 0.04% 55
2023
Q4 		$39.2K Buy
113
+19
+20% +$5.88K 0.03% 63
2023
Q3 		$28.4K Sell
94
-90
-49% -$28.9K 0.02% 81
2023
Q2 		$57.2K Buy
184
+30
+19% +$8.86K 0.05% 61
2023
Q1 		$45.4K Sell
154
-116
-43% -$35.6K 0.04% 67
2022
Q4 		$85.3K Buy
270
+82
+44% +$25K 0.07% 56
2022
Q3 		$51.9K Buy
+188
New +$55.5K 0.05% 60

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legend Financial Advisors's HD Position: Q3 2025 in Review

Legend Financial Advisors sold out of Home Depot (HD) in Q3 2025, closing a stake of 76 shares — an estimated $27.9K sold.

Legend Financial Advisors first reported a position in HD in Q3 2022 and held it in 11 quarters. The position peaked at $85.3K in Q4 2022. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Legend Financial Advisors reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 76 Home Depot shares in Q3 2025, an estimated $27.9K.
  • Legend Financial Advisors first reported a position in Home Depot in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Home Depot position peaked at $85.3K in Q4 2022.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.