National Wealth Management Group’s Home Depot HD Stock Holding History

National Wealth Management 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	-726	Closed	-$294K	–	267
2025 Q3	$294K	Buy	726 +163	+29%	+$64.1K	0.11%	185
2025 Q2	$207K	Sell	563 -1,177	-68%	-$426K	0.12%	153
2025 Q1	$638K	Buy	1,740 +1,128	+184%	+$440K	0.42%	56
2024 Q4	$238K	Buy	+612	New	+$250K	0.16%	125
2024 Q3	–	Sell	-1,281	Closed	-$441K	–	157
2024 Q2	$441K	Buy	+1,281	New	+$437K	0.34%	69

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

National Wealth Management Group's HD Position: Q4 2025 in Review

National Wealth Management Group sold out of Home Depot (HD) in Q4 2025, closing a stake of 726 shares — an estimated $294K sold.

National Wealth Management Group first reported a position in HD in Q2 2024 and held it in 5 quarters. The position peaked at $638K in Q1 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

National Wealth Management Group reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 726 Home Depot shares in Q4 2025, an estimated $294K.
National Wealth Management Group first reported a position in Home Depot in Q2 2024 and held it in 5 quarters.
National Wealth Management Group's Home Depot position peaked at $638K in Q1 2025.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.