Litman Gregory Wealth Management’s Home Depot HD Stock Holding History

Litman Gregory Wealth Management’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	$1.38K	Buy	+4	New	+$1.47K	﹤0.01%	312
2020 Q4	–	Sell	-23	Closed	-$6K	–	208
2020 Q3	$6K	Buy	+23	New	+$6.23K	﹤0.01%	168
2020 Q1	–	Sell	-150	Closed	-$33K	–	184
2019 Q4	$33K	Buy	150 +143	+2,043%	+$32.4K	0.01%	107
2019 Q3	$2K	Sell	7 -7	-50%	-$1.53K	﹤0.01%	176
2019 Q2	$3K	Buy	+14	New	+$2.79K	﹤0.01%	199
2018 Q2	–	Sell	-325	Closed	-$58K	–	133
2018 Q1	$58K	Buy	+325	New	+$61K	0.02%	90

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

Litman Gregory Wealth Management's HD Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Home Depot (HD) in Q4 2025: 4 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in HD as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in HD in Q1 2018 and has held it in 6 quarters since. The position peaked at $58K in Q1 2018. 4,170 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Litman Gregory Wealth Management held 4 shares of Home Depot worth $1.38K as of Q4 2025.
Home Depot was a new Litman Gregory Wealth Management position in Q4 2025.
Home Depot made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #312 holding.
Litman Gregory Wealth Management first reported a position in Home Depot in Q1 2018 and has held it in 6 quarters since.
Litman Gregory Wealth Management's Home Depot position peaked at $58K in Q1 2018.
4,170 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.