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Moser Wealth Advisors’s Home Depot HD Stock Holding History

Moser 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
Q2 		$1.17M Sell
3,178
-300
-9% -$109K 0.56% 41
2025
Q1 		$1.27M Hold
3,478
– – 0.67% 33
2024
Q4 		$1.35M Sell
3,478
-155
-4% -$63.3K 0.7% 33
2024
Q3 		$1.47M Sell
3,633
-355
-9% -$129K 0.76% 34
2024
Q2 		$1.37M Sell
3,988
-80
-2% -$27.3K 0.75% 34
2024
Q1 		$1.56M Sell
4,068
-50
-1% -$18.3K 0.87% 29
2023
Q4 		$1.43M Sell
4,118
-2,439
-37% -$755K 0.91% 27
2023
Q3 		$1.98M Sell
6,557
-149
-2% -$47.9K 1.39% 22
2023
Q2 		$2.08M Buy
+6,706
New +$1.98M 1.4% 20
2022
Q4 		$2.21M Sell
6,993
-28
-0.4% -$8.53K 1.67% 17
2022
Q3 		$1.94M Sell
7,021
-25
-0.4% -$7.38K 1.51% 16
2022
Q2 		$1.93M Buy
7,046
+11
+0.2% +$3.25K 1.44% 18
2022
Q1 		$2.11M Buy
7,035
+384
+6% +$133K 1.32% 21
2021
Q4 		$2.76M Buy
6,651
+50
+0.8% +$19K 1.67% 15
2021
Q3 		$2.17M Buy
6,601
+240
+4% +$78.8K 1.39% 19
2021
Q2 		$2.03M Buy
6,361
+125
+2% +$39.8K 1.31% 21
2021
Q1 		$1.9M Buy
6,236
+321
+5% +$88.5K 1.34% 19
2020
Q4 		$1.57M Buy
5,915
+665
+13% +$183K 1.16% 21
2020
Q3 		$1.46M Buy
5,250
+1,955
+59% +$530K 1.16% 22
2020
Q2 		$825K Hold
3,295
– – 0.79% 32
2020
Q1 		$615K Hold
3,295
– – 0.71% 34
2019
Q4 		$720K Buy
+3,295
New +$746K 0.69% 34

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's HD Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Home Depot (HD) stake by 8.6% in Q2 2025, selling an estimated $109K and leaving 3,178 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #41.

Moser Wealth Advisors first reported a position in HD in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.76M in Q4 2021. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Moser Wealth Advisors held 3,178 shares of Home Depot worth $1.17M as of Q2 2025.
  • Moser Wealth Advisors sold 300 Home Depot shares in Q2 2025, an estimated $109K.
  • Home Depot made up 0.56% of Moser Wealth Advisors's portfolio in Q2 2025, its #41 holding.
  • Moser Wealth Advisors first reported a position in Home Depot in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Home Depot position peaked at $2.76M in Q4 2021.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.