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Livelsberger Financial Advisory’s Home Depot HD Stock Holding History

Livelsberger Financial Advisory’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
-113
Closed -$41.4K – 41
2025
Q2 		$41.4K Buy
+113
New +$40.9K 0.8% 32
2024
Q4 		– Sell
-113
Closed -$45.8K – 39
2024
Q3 		$45.8K Buy
+113
New +$41.2K 0.96% 30
2024
Q1 		– Sell
-113
Closed -$39.2K – 89
2023
Q4 		$39.2K Buy
+113
New +$35K 0.04% 177

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Livelsberger Financial Advisory's HD Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Home Depot (HD) in Q3 2025, closing a stake of 113 shares — an estimated $41.4K sold.

Livelsberger Financial Advisory first reported a position in HD in Q4 2023 and held it in 3 quarters. The position peaked at $45.8K in Q3 2024. 4,068 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 113 Home Depot shares in Q3 2025, an estimated $41.4K.
  • Livelsberger Financial Advisory first reported a position in Home Depot in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Home Depot position peaked at $45.8K in Q3 2024.
  • 4,068 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.