MGB Wealth Management’s Home Depot HD Stock Holding History

MGB 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	$2.07M	Sell	6,021 -164	-3%	-$60.1K	0.59%	39
2025 Q3	$2.51M	Sell	6,185 -273	-4%	-$107K	0.71%	25
2025 Q2	$2.37M	Sell	6,458 -173	-3%	-$62.6K	0.78%	24
2025 Q1	$2.42M	Sell	6,631 -110	-2%	-$42.9K	0.88%	24
2024 Q4	$2.62M	Buy	6,741 +94	+1%	+$38.4K	0.81%	22
2024 Q3	$2.69M	Sell	6,647 -720	-10%	-$263K	0.97%	19
2024 Q2	$2.64M	Buy	7,367 +5	+0.1%	+$1.71K	0.99%	20
2024 Q1	$2.82M	Hold	7,362	–	–	1.15%	17
2023 Q4	$2.55M	Buy	+7,362	New	+$2.28M	1.28%	14

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

MGB Wealth Management's HD Position: Q4 2025 in Review

MGB Wealth Management reduced its Home Depot (HD) stake by 2.7% in Q4 2025, selling an estimated $60.1K and leaving 6,021 shares worth $2.07M. The position accounts for 0.59% of the portfolio, ranked #39.

MGB Wealth Management first reported a position in HD in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.82M in Q1 2024. 4,170 funds tracked by Wall St. Rank hold HD as of Q4 2025.

MGB Wealth Management held 6,021 shares of Home Depot worth $2.07M as of Q4 2025.
MGB Wealth Management sold 164 Home Depot shares in Q4 2025, an estimated $60.1K.
Home Depot made up 0.59% of MGB Wealth Management's portfolio in Q4 2025, its #39 holding.
MGB Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Home Depot position peaked at $2.82M in Q1 2024.
4,170 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.