NWM
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Napa Wealth Management’s Home Depot HD Stock Holding History

Napa 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
Q3 		$205K Buy
+505
New +$199K 0.1% 142
2025
Q1 		– Sell
-5,397
Closed -$2.1M – 180
2024
Q4 		$2.1M Buy
5,397
+4,877
+938% +$1.99M 0.91% 25
2024
Q3 		$211K Buy
+520
New +$190K 0.1% 149

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Napa Wealth Management's HD Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Home Depot (HD) in Q3 2025: 505 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #142 among its holdings. This is a return to the name: Napa Wealth Management previously reported a position in HD as recently as Q4 2024.

Napa Wealth Management first reported a position in HD in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2024. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Napa Wealth Management held 505 shares of Home Depot worth $205K as of Q3 2025.
  • Home Depot was a new Napa Wealth Management position in Q3 2025.
  • Home Depot made up 0.1% of Napa Wealth Management's portfolio in Q3 2025, its #142 holding.
  • Napa Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 3 quarters since.
  • Napa Wealth Management's Home Depot position peaked at $2.1M in Q4 2024.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.