Lifelong Wealth Advisors’s Home Depot HD Stock Holding History

Lifelong Wealth 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	-561	Closed	-$227K	–	94
2025 Q3	$227K	Buy	+561	New	+$221K	0.07%	80

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

Lifelong Wealth Advisors's HD Position: Q4 2025 in Review

Lifelong Wealth Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 561 shares — an estimated $227K sold.

Lifelong Wealth Advisors first reported a position in HD in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Lifelong Wealth Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Lifelong Wealth Advisors sold 561 Home Depot shares in Q4 2025, an estimated $227K.
Lifelong Wealth Advisors first reported a position in Home Depot in Q3 2025 and held it in 1 quarter.
Lifelong Wealth Advisors's Home Depot position peaked at $227K in Q3 2025.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Lifelong Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.