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Opes Wealth Management’s Home Depot HD Stock Holding History

Opes 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
-584
Closed -$237K – 150
2025
Q3 		$237K Buy
584
+15
+3% +$5.9K 0.04% 135
2025
Q2 		$209K Sell
569
-29
-5% -$10.5K 0.04% 141
2025
Q1 		$219K Buy
598
+25
+4% +$9.74K 0.04% 138
2024
Q4 		$223K Sell
573
-15
-3% -$6.13K 0.05% 128
2024
Q3 		$238K Sell
588
-3
-0.5% -$1.09K 0.05% 122
2024
Q2 		$203K Buy
591
+29
+5% +$9.89K 0.04% 132
2024
Q1 		$216K Sell
562
-123
-18% -$44.9K 0.05% 125
2023
Q4 		$237K Sell
685
-49
-7% -$15.2K 0.06% 117
2023
Q3 		$222K Buy
734
+31
+4% +$9.97K 0.06% 115
2023
Q2 		$218K Buy
703
+24
+4% +$7.09K 0.06% 115
2023
Q1 		$200K Buy
679
+7
+1% +$2.15K 0.06% 106
2022
Q4 		$212K Buy
+672
New +$205K 0.08% 97

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

Opes Wealth Management's HD Position: Q4 2025 in Review

Opes Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 584 shares — an estimated $237K sold.

Opes Wealth Management first reported a position in HD in Q4 2022 and held it in 12 quarters. The position peaked at $238K in Q3 2024. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Opes Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Opes Wealth Management sold 584 Home Depot shares in Q4 2025, an estimated $237K.
  • Opes Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 12 quarters.
  • Opes Wealth Management's Home Depot position peaked at $238K in Q3 2024.
  • 4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Opes Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.