Long Run Wealth Advisors’s Home Depot HD Stock Holding History

Long Run 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	$227K	Sell	658 -26	-4%	-$9.52K	0.04%	98
2025 Q3	$277K	Sell	684 -56	-8%	-$22K	0.05%	92
2025 Q2	$271K	Sell	740 -93	-11%	-$33.7K	0.06%	95
2025 Q1	$305K	Sell	833 -23	-3%	-$8.96K	0.07%	86
2024 Q4	$333K	Sell	856 -61	-7%	-$24.9K	0.08%	83
2024 Q3	$372K	Sell	917 -20	-2%	-$7.29K	0.09%	81
2024 Q2	$323K	Sell	937 -61	-6%	-$20.8K	0.08%	81
2024 Q1	$383K	Sell	998 -17	-2%	-$6.21K	0.1%	77
2023 Q4	$352K	Buy	1,015 +47	+5%	+$14.6K	0.1%	76
2023 Q3	$292K	Sell	968 -19	-2%	-$6.11K	0.09%	74
2023 Q2	$307K	Sell	987 -32	-3%	-$9.45K	0.1%	78
2023 Q1	$301K	Hold	1,019	–	–	0.1%	84
2022 Q4	$322K	Hold	1,019	–	–	0.12%	83
2022 Q3	$281K	Hold	1,019	–	–	0.11%	83
2022 Q2	$279K	Hold	1,019	–	–	0.11%	83
2022 Q1	$305K	Sell	1,019 -135	-12%	-$46.8K	0.11%	82
2021 Q4	$479K	Buy	+1,154	New	+$439K	0.17%	79

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Run Wealth Advisors's HD Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Home Depot (HD) stake by 3.8% in Q4 2025, selling an estimated $9.52K and leaving 658 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #98.

Long Run Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 17 quarters since. The position peaked at $479K in Q4 2021. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Long Run Wealth Advisors held 658 shares of Home Depot worth $227K as of Q4 2025.
Long Run Wealth Advisors sold 26 Home Depot shares in Q4 2025, an estimated $9.52K.
Home Depot made up 0.04% of Long Run Wealth Advisors's portfolio in Q4 2025, its #98 holding.
Long Run Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 17 quarters since.
Long Run Wealth Advisors's Home Depot position peaked at $479K in Q4 2021.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.