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Norris Financial Group’s Home Depot HD Stock Holding History

Norris Financial 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
Q2 		– Sell
-743
Closed -$272K – 87
2025
Q1 		$272K Buy
743
+15
+2% +$5.85K 0.13% 76
2024
Q4 		$283K Buy
728
+42
+6% +$17.2K 0.13% 70
2024
Q3 		$278K Sell
686
-76
-10% -$27.7K 0.14% 67
2024
Q2 		$262K Sell
762
-2,043
-73% -$697K 0.14% 68
2024
Q1 		$1.08M Sell
2,805
-1,074
-28% -$392K 0.59% 41
2023
Q4 		$1.34M Sell
3,879
-2,427
-38% -$752K 0.82% 31
2023
Q3 		$1.91M Buy
6,306
+241
+4% +$77.5K 1.32% 23
2023
Q2 		$1.88M Buy
6,065
+924
+18% +$273K 1.3% 22
2023
Q1 		$1.52M Buy
5,141
+4,494
+695% +$1.38M 1.11% 30
2022
Q4 		$204K Buy
+647
New +$197K 0.17% 65
2020
Q2 		– Sell
-3,544
Closed -$662K – 74
2020
Q1 		$662K Buy
+3,544
New +$778K 0.74% 34

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norris Financial Group's HD Position: Q2 2025 in Review

Norris Financial Group sold out of Home Depot (HD) in Q2 2025, closing a stake of 743 shares — an estimated $272K sold.

Norris Financial Group first reported a position in HD in Q1 2020 and held it in 11 quarters. The position peaked at $1.91M in Q3 2023. 4,001 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Norris Financial Group reported no remaining Home Depot position as of Q2 2025 after selling out during the quarter.
  • Norris Financial Group sold 743 Home Depot shares in Q2 2025, an estimated $272K.
  • Norris Financial Group first reported a position in Home Depot in Q1 2020 and held it in 11 quarters.
  • Norris Financial Group's Home Depot position peaked at $1.91M in Q3 2023.
  • 4,001 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Norris Financial Group's 13F filing for Q2 2025, filed 20 May 2026.