North Berkeley Wealth Management’s Home Depot HD Stock Holding History

North Berkeley 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 Q4	–	Sell	-553	Closed	-$224K	–	78
2025 Q3	$224K	Hold	553	–	–	0.18%	59
2025 Q2	$203K	Sell	553 -150	-21%	-$54.3K	0.19%	63
2025 Q1	$258K	Sell	703 -45	-6%	-$17.5K	0.27%	51
2024 Q4	$291K	Buy	+748	New	+$306K	0.3%	51

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

North Berkeley Wealth Management's HD Position: Q4 2025 in Review

North Berkeley Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 553 shares — an estimated $224K sold.

North Berkeley Wealth Management first reported a position in HD in Q4 2024 and held it in 4 quarters. The position peaked at $291K in Q4 2024. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

North Berkeley Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
North Berkeley Wealth Management sold 553 Home Depot shares in Q4 2025, an estimated $224K.
North Berkeley Wealth Management first reported a position in Home Depot in Q4 2024 and held it in 4 quarters.
North Berkeley Wealth Management's Home Depot position peaked at $291K in Q4 2024.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on North Berkeley Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.