MSH Capital Advisors’s Home Depot HD Stock Holding History

MSH Capital 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
2026 Q1	$1.36M	Sell	4,149 -211	-5%	-$76.9K	0.29%	89
2025 Q4	$1.5M	Buy	4,360 +476	+12%	+$174K	0.32%	85
2025 Q3	$1.57M	Sell	3,884 -199	-5%	-$78.2K	0.42%	69
2025 Q2	$1.5M	Buy	4,083 +2,463	+152%	+$891K	0.43%	70
2025 Q1	$594K	Sell	1,620 -35	-2%	-$13.6K	0.18%	127
2024 Q4	$644K	Sell	1,655 -35	-2%	-$14.3K	0.2%	116
2024 Q3	$685K	Sell	1,690 -79	-4%	-$28.8K	0.21%	114
2024 Q2	$609K	Sell	1,769 -17	-1%	-$5.8K	0.2%	114
2024 Q1	$685K	Buy	1,786 +1	+0.1%	+$365	0.24%	103
2023 Q4	$619K	Sell	1,785 -140	-7%	-$43.4K	0.23%	108
2023 Q3	$582K	Buy	1,925 +190	+11%	+$61.1K	0.23%	111
2023 Q2	$539K	Buy	1,735 +893	+106%	+$264K	0.2%	123
2023 Q1	$248K	Buy	842 +24	+3%	+$7.36K	0.11%	176
2022 Q4	$258K	Sell	818 -147	-15%	-$44.8K	0.12%	168
2022 Q3	$266K	Sell	965 -37	-4%	-$10.9K	0.13%	157
2022 Q2	$275K	Buy	1,002 +5	+0.5%	+$1.48K	0.13%	152
2022 Q1	$298K	Buy	997 +169	+20%	+$58.6K	0.12%	159
2021 Q4	$344K	Buy	+828	New	+$315K	0.15%	137

Other funds holding HD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Bank of America

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

Capital World Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return