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Roberts Capital Advisors’s Home Depot HD Stock Holding History

Roberts Capital 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 		– Sell
-2,474
Closed -$907K – 80
2025
Q2 		$907K Hold
2,474
– – 0.67% 43
2025
Q1 		$907K Hold
2,474
– – 0.79% 32
2024
Q4 		$962K Hold
2,474
– – 0.81% 32
2024
Q3 		$1M Hold
2,474
– – 0.86% 29
2024
Q2 		$949K Hold
2,474
– – 0.91% 30
2024
Q1 		$949K Buy
+2,474
New +$904K 0.91% 30
2022
Q3 		$732K Hold
2,652
– – 1.06% 22
2022
Q2 		$727K Hold
2,652
– – 1% 29
2022
Q1 		$794K Hold
2,652
– – 0.82% 38
2021
Q4 		$1.1M Buy
+2,652
New +$1.01M 1.03% 19

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

Roberts Capital Advisors's HD Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Home Depot (HD) in Q3 2025, closing a stake of 2,474 shares — an estimated $907K sold.

Roberts Capital Advisors first reported a position in HD in Q4 2021 and held it in 10 quarters. The position peaked at $1.1M in Q4 2021. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,474 Home Depot shares in Q3 2025, an estimated $907K.
  • Roberts Capital Advisors first reported a position in Home Depot in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Home Depot position peaked at $1.1M in Q4 2021.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.