Partnership Wealth Management’s Home Depot HD Stock Holding History

Partnership 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	-545	Closed	-$221K	–	69
2025 Q3	$221K	Buy	+545	New	+$214K	0.17%	68
2025 Q1	–	Sell	-545	Closed	-$212K	–	73
2024 Q4	$212K	Hold	545	–	–	0.18%	70
2024 Q3	$221K	Hold	545	–	–	0.16%	72
2024 Q2	$188K	Hold	545	–	–	0.14%	95
2024 Q1	$209K	Hold	545	–	–	0.15%	103
2023 Q4	$192K	Buy	+545	New	+$169K	0.15%	100

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Partnership Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 545 shares — an estimated $221K sold.

Partnership Wealth Management first reported a position in HD in Q4 2023 and held it in 6 quarters. The position peaked at $221K in Q3 2024. 4,157 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Partnership Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Partnership Wealth Management sold 545 Home Depot shares in Q4 2025, an estimated $221K.
Partnership Wealth Management first reported a position in Home Depot in Q4 2023 and held it in 6 quarters.
Partnership Wealth Management's Home Depot position peaked at $221K in Q3 2024.
4,157 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Partnership Wealth Management's 13F filing for Q4 2025, filed 9 Jan 2026.