RWM
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Ruedi Wealth Management’s Home Depot HD Stock Holding History

Ruedi 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
2026
Q1 		$789K Buy
2,400
+1
+0% +$364 0.2% 32
2025
Q4 		$825K Buy
2,399
+34
+1% +$12.5K 0.22% 32
2025
Q3 		$958K Buy
2,365
+1
+0% +$393 0.27% 28
2025
Q2 		$867K Buy
2,364
+1
+0% +$362 0.26% 33
2025
Q1 		$866K Buy
2,363
+1
+0% +$390 0.27% 26
2024
Q4 		$919K Buy
2,362
+1
+0% +$409 0.29% 22
2024
Q3 		$956K Sell
2,361
-11
-0.5% -$4.01K 0.33% 22
2024
Q2 		$817K Buy
2,372
+27
+1% +$9.21K 0.32% 25
2024
Q1 		$900K Buy
2,345
+61
+3% +$22.3K 0.38% 23
2023
Q4 		$791K Hold
2,284
– – 0.37% 26
2023
Q3 		$690K Buy
2,284
+1
+0% +$322 0.4% 23
2023
Q2 		$709K Sell
2,283
-17
-0.7% -$5.02K 0.42% 21
2023
Q1 		$679K Sell
2,300
-45
-2% -$13.8K 0.44% 20
2022
Q4 		$741K Buy
+2,345
New +$714K 0.52% 18

Other funds holding HD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return