PRI
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Prepared Retirement Institute’s Home Depot HD Stock Holding History

Prepared Retirement Institute’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
Q1 		– Sell
-1,136
Closed -$442K – 86
2024
Q4 		$442K Buy
1,136
+4
+0.4% +$1.63K 0.25% 40
2024
Q3 		$459K Buy
1,132
+5
+0.4% +$1.82K 0.28% 36
2024
Q2 		$388K Sell
1,127
-50
-4% -$17.1K 0.26% 43
2024
Q1 		$451K Sell
1,177
-478
-29% -$175K 0.34% 35
2023
Q4 		$573K Buy
+1,655
New +$513K 0.43% 33

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prepared Retirement Institute's HD Position: Q1 2025 in Review

Prepared Retirement Institute sold out of Home Depot (HD) in Q1 2025, closing a stake of 1,136 shares — an estimated $442K sold.

Prepared Retirement Institute first reported a position in HD in Q4 2023 and held it in 5 quarters. The position peaked at $573K in Q4 2023. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Prepared Retirement Institute reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 1,136 Home Depot shares in Q1 2025, an estimated $442K.
  • Prepared Retirement Institute first reported a position in Home Depot in Q4 2023 and held it in 5 quarters.
  • Prepared Retirement Institute's Home Depot position peaked at $573K in Q4 2023.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Prepared Retirement Institute's 13F filing for Q1 2025, filed 2 May 2025.