MPW
HD icon

Monterey Private Wealth’s Home Depot HD Stock Holding History

Monterey Private Wealth’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
Q1 		$811K Sell
2,212
-47
-2% -$18.3K 0.24% 46
2024
Q4 		$879K Buy
2,259
+74
+3% +$30.2K 0.29% 43
2024
Q3 		$885K Buy
2,185
+430
+25% +$157K 0.3% 43
2024
Q2 		$604K Buy
1,755
+63
+4% +$21.5K 0.23% 54
2024
Q1 		$649K Buy
1,692
+13
+0.8% +$4.75K 0.26% 49
2023
Q4 		$582K Buy
1,679
+2
+0.1% +$619 0.26% 49
2023
Q3 		$507K Buy
1,677
+17
+1% +$5.47K 0.25% 50
2023
Q2 		$516K Sell
1,660
-48
-3% -$14.2K 0.25% 49
2023
Q1 		$504K Buy
1,708
+213
+14% +$65.3K 0.26% 51
2022
Q4 		$472K Buy
1,495
+32
+2% +$9.75K 0.25% 50
2022
Q3 		$407K Sell
1,463
-639
-30% -$189K 0.24% 54
2022
Q2 		$577K Buy
2,102
+109
+5% +$32.2K 0.33% 46
2022
Q1 		$615K Buy
1,993
+1
+0.1% +$347 0.3% 52
2021
Q4 		$827K Buy
1,992
+1
+0.1% +$381 0.41% 38
2021
Q3 		$656K Buy
1,991
+2
+0.1% +$657 0.37% 43
2021
Q2 		$634K Buy
1,989
+228
+13% +$72.5K 0.36% 44
2021
Q1 		$564K Buy
1,761
+4
+0.2% +$1.1K 0.31% 43
2020
Q4 		$467K Buy
1,757
+2
+0.1% +$550 0.27% 45
2020
Q3 		$487K Buy
1,755
+725
+70% +$196K 0.31% 43
2020
Q2 		$258K Buy
+1,030
New +$236K 0.18% 61
2020
Q1 		– Sell
-1,147
Closed -$250K – 69
2019
Q4 		$250K Buy
+1,147
New +$260K 0.2% 66

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Monterey Private Wealth's HD Position: Q1 2025 in Review

Monterey Private Wealth reduced its Home Depot (HD) stake by 2.1% in Q1 2025, selling an estimated $18.3K and leaving 2,212 shares worth $811K. The position accounts for 0.24% of the portfolio, ranked #46.

Monterey Private Wealth first reported a position in HD in Q4 2019 and has held it in 21 quarters since. The position peaked at $885K in Q3 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Monterey Private Wealth held 2,212 shares of Home Depot worth $811K as of Q1 2025.
  • Monterey Private Wealth sold 47 Home Depot shares in Q1 2025, an estimated $18.3K.
  • Home Depot made up 0.24% of Monterey Private Wealth's portfolio in Q1 2025, its #46 holding.
  • Monterey Private Wealth first reported a position in Home Depot in Q4 2019 and has held it in 21 quarters since.
  • Monterey Private Wealth's Home Depot position peaked at $885K in Q3 2024.
  • 3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.