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Leonard Rickey Investment Advisors’s Home Depot HD Stock Holding History

Leonard Rickey Investment 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
-528
Closed -$214K – 119
2025
Q3 		$214K Buy
+528
New +$208K 0.04% 112
2025
Q2 		– Sell
-652
Closed -$233K – 115
2025
Q1 		$233K Buy
+652
New +$254K 0.05% 98
2024
Q2 		– Sell
-529
Closed -$203K – 110
2024
Q1 		$203K Buy
+529
New +$193K 0.05% 91
2022
Q2 		– Sell
-731
Closed -$219K – 67
2022
Q1 		$219K Sell
731
-204
-22% -$70.8K 0.08% 67
2021
Q4 		$388K Buy
935
+1
+0.1% +$381 0.14% 49
2021
Q3 		$307K Sell
934
-9
-1% -$2.96K 0.13% 54
2021
Q2 		$308K Sell
943
-278
-23% -$88.4K 0.13% 55
2021
Q1 		$373K Sell
1,221
-71
-5% -$19.6K 0.15% 45
2020
Q4 		$343K Sell
1,292
-8
-0.6% -$2.2K 0.16% 43
2020
Q3 		$361K Buy
1,300
+115
+10% +$31.1K 0.23% 38
2020
Q2 		$297K Buy
1,185
+13
+1% +$2.98K 0.19% 43
2020
Q1 		$219K Sell
1,172
-2
-0.2% -$439 0.17% 56
2019
Q4 		$256K Buy
1,174
+15
+1% +$3.4K 0.15% 66
2019
Q3 		$269K Sell
1,159
-55
-5% -$12K 0.18% 56
2019
Q2 		$252K Buy
1,214
+3
+0.2% +$598 0.17% 62
2019
Q1 		$232K Sell
1,211
-100
-8% -$18.3K 0.17% 63
2018
Q4 		$225K Hold
1,311
– – 0.19% 59
2018
Q3 		$272K Sell
1,311
-106
-7% -$21.3K 0.2% 53
2018
Q2 		$277K Sell
1,417
-163
-10% -$30.4K 0.21% 51
2018
Q1 		$282K Buy
1,580
+1
+0.1% +$188 0.22% 50
2017
Q4 		$299K Buy
+1,579
New +$273K 0.23% 49

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
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

Leonard Rickey Investment Advisors's HD Position: Q4 2025 in Review

Leonard Rickey Investment Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 528 shares — an estimated $214K sold.

Leonard Rickey Investment Advisors first reported a position in HD in Q4 2017 and held it in 21 quarters. The position peaked at $388K in Q4 2021. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Leonard Rickey Investment Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 528 Home Depot shares in Q4 2025, an estimated $214K.
  • Leonard Rickey Investment Advisors first reported a position in Home Depot in Q4 2017 and held it in 21 quarters.
  • Leonard Rickey Investment Advisors's Home Depot position peaked at $388K in Q4 2021.
  • 4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.