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Optimum Investment Advisors’s Home Depot HD Stock Holding History

Optimum Investment Advisors’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 		$618K Sell
1,525
-34
-2% -$13.4K 0.25% 81
2025
Q2 		$572K Sell
1,559
-11
-0.7% -$3.98K 0.25% 79
2025
Q1 		$576K Sell
1,570
-46
-3% -$17.9K 0.27% 77
2024
Q4 		$629K Buy
1,616
+95
+6% +$38.8K 0.28% 73
2024
Q3 		$616K Sell
1,521
-35
-2% -$12.8K 0.27% 83
2024
Q2 		$536K Sell
1,556
-249
-14% -$84.9K 0.24% 90
2024
Q1 		$692K Hold
1,805
– – 0.32% 74
2023
Q4 		$625K Hold
1,805
– – 0.31% 76
2023
Q3 		$545K Buy
1,805
+4
+0.2% +$1.29K 0.28% 86
2023
Q2 		$559K Buy
1,801
+21
+1% +$6.2K 0.27% 89
2023
Q1 		$525K Sell
1,780
-15
-0.8% -$4.6K 0.28% 90
2022
Q4 		$567K Sell
1,795
-150
-8% -$45.7K 0.31% 81
2022
Q3 		$537K Sell
1,945
-10
-0.5% -$2.95K 0.29% 79
2022
Q2 		$536K Hold
1,955
– – 0.27% 85
2022
Q1 		$585K Sell
1,955
-85
-4% -$29.5K 0.25% 92
2021
Q4 		$846K Buy
2,040
+45
+2% +$17.1K 0.33% 68
2021
Q3 		$655K Sell
1,995
-515
-21% -$169K 0.28% 86
2021
Q2 		$800K Sell
2,510
-40
-2% -$12.7K 0.25% 87
2021
Q1 		$778K Hold
2,550
– – 0.23% 98
2020
Q4 		$677K Buy
2,550
+54
+2% +$14.8K 0.21% 108
2020
Q3 		$693K Sell
2,496
-677
-21% -$183K 0.23% 97
2020
Q2 		$795K Buy
3,173
+80
+3% +$18.3K 0.28% 79
2020
Q1 		$577K Sell
3,093
-540
-15% -$119K 0.24% 99
2019
Q4 		$793K Hold
3,633
– – 0.24% 108
2019
Q3 		$843K Sell
3,633
-202
-5% -$44.2K 0.27% 99
2019
Q2 		$798K Sell
3,835
-197
-5% -$39.3K 0.26% 94
2019
Q1 		$774K Sell
4,032
-49
-1% -$8.99K 0.25% 100
2018
Q4 		$701K Sell
4,081
-947
-19% -$170K 0.24% 106
2018
Q3 		$1.04M Sell
5,028
-23
-0.5% -$4.63K 0.29% 89
2018
Q2 		$985K Sell
5,051
-794
-14% -$148K 0.28% 92
2018
Q1 		$1.04M Sell
5,845
-126
-2% -$23.6K 0.31% 89
2017
Q4 		$1.13M Sell
5,971
-47
-0.8% -$8.11K 0.36% 83
2017
Q3 		$984K Buy
6,018
+177
+3% +$27.1K 0.33% 91
2017
Q2 		$896K Buy
5,841
+422
+8% +$64.7K 0.31% 97
2017
Q1 		$796K Buy
5,419
+158
+3% +$22.4K 0.28% 106
2016
Q4 		$705K Buy
5,261
+307
+6% +$39.6K 0.27% 107
2016
Q3 		$637K Sell
4,954
-432
-8% -$57.6K 0.24% 119
2016
Q2 		$688K Buy
5,386
+117
+2% +$15.5K 0.27% 114
2016
Q1 		$703K Buy
5,269
+1,403
+36% +$175K 0.28% 111
2015
Q4 		$511K Buy
3,866
+2
+0.1% +$254 0.2% 144
2015
Q3 		$446K Buy
+3,864
New +$447K 0.18% 154
2015
Q1 		$412K Sell
3,630
-497
-12% -$54.8K 0.13% 179
2014
Q4 		$433K Sell
4,127
-1,998
-33% -$194K 0.14% 167
2014
Q3 		$562K Sell
6,125
-98
-2% -$8.41K 0.19% 138
2014
Q2 		$504K Buy
6,223
+3
+0% +$237 0.16% 148
2014
Q1 		$492K Sell
6,220
-18
-0.3% -$1.43K 0.18% 137
2013
Q4 		$514K Buy
6,238
+2
+0% +$156 0.19% 134
2013
Q3 		$473K Buy
+6,236
New +$481K 0.19% 132

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

Optimum Investment Advisors's HD Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Home Depot (HD) stake by 2.2% in Q3 2025, selling an estimated $13.4K and leaving 1,525 shares worth $618K. The position accounts for 0.25% of the portfolio, ranked #81.

Optimum Investment Advisors first reported a position in HD in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.13M in Q4 2017. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Optimum Investment Advisors held 1,525 shares of Home Depot worth $618K as of Q3 2025.
  • Optimum Investment Advisors sold 34 Home Depot shares in Q3 2025, an estimated $13.4K.
  • Home Depot made up 0.25% of Optimum Investment Advisors's portfolio in Q3 2025, its #81 holding.
  • Optimum Investment Advisors first reported a position in Home Depot in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Home Depot position peaked at $1.13M in Q4 2017.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.