Mokosak Advisory Group’s Home Depot HD Stock Holding History

Mokosak Advisory Group’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	-518	Closed	-$210K	–	39
2025 Q3	$210K	Buy	+518	New	+$204K	0.05%	36
2025 Q1	–	Sell	-529	Closed	-$206K	–	35
2024 Q4	$206K	Buy	529 +1	+0.2%	+$409	0.06%	32
2024 Q3	$214K	Buy	+528	New	+$193K	0.06%	30
2024 Q2	–	Sell	-527	Closed	-$202K	–	30
2024 Q1	$202K	Buy	+527	New	+$193K	0.07%	30
2022 Q1	–	Sell	-512	Closed	-$213K	–	26
2021 Q4	$213K	Buy	+512	New	+$195K	0.08%	26

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

Mokosak Advisory Group's HD Position: Q4 2025 in Review

Mokosak Advisory Group sold out of Home Depot (HD) in Q4 2025, closing a stake of 518 shares — an estimated $210K sold.

Mokosak Advisory Group first reported a position in HD in Q4 2021 and held it in 5 quarters. The position peaked at $214K in Q3 2024. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Mokosak Advisory Group reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Mokosak Advisory Group sold 518 Home Depot shares in Q4 2025, an estimated $210K.
Mokosak Advisory Group first reported a position in Home Depot in Q4 2021 and held it in 5 quarters.
Mokosak Advisory Group's Home Depot position peaked at $214K in Q3 2024.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Mokosak Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.