SageView Advisory Group’s Home Depot HD Stock Holding History

SageView Advisory Group’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	$7.46M	Sell	21,666 -4,049	-16%	-$1.48M	0.25%	51
2025 Q3	$10.4M	Buy	25,715 +4,359	+20%	+$1.71M	0.36%	34
2025 Q2	$8.06M	Buy	21,356 +755	+4%	+$273K	0.3%	37
2025 Q1	$7.55M	Buy	20,601 +553	+3%	+$216K	0.32%	37
2024 Q4	$7.8M	Buy	20,048 +3,194	+19%	+$1.3M	0.34%	38
2024 Q3	$6.83M	Sell	16,854 -3,912	-19%	-$1.43M	0.35%	38
2024 Q2	$7.15M	Buy	+20,766	New	+$7.08M	0.33%	39
2024 Q1	–	Sell	-25,312	Closed	-$9.04M	–	608
2023 Q4	$9.04M	Buy	25,312 +5,600	+28%	+$1.73M	0.39%	32
2023 Q3	$5.96M	Buy	19,712 +74	+0.4%	+$23.8K	0.34%	40
2023 Q2	$6.1M	Buy	19,638 +5,295	+37%	+$1.56M	0.34%	42
2023 Q1	$4.23M	Buy	14,343 +4,983	+53%	+$1.53M	0.27%	59
2022 Q4	$2.96M	Buy	+9,360	New	+$2.85M	0.24%	72

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

SageView Advisory Group's HD Position: Q4 2025 in Review

SageView Advisory Group reduced its Home Depot (HD) stake by 16% in Q4 2025, selling an estimated $1.48M and leaving 21,666 shares worth $7.46M. The position accounts for 0.25% of the portfolio, ranked #51.

SageView Advisory Group first reported a position in HD in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2025. 4,158 funds tracked by Wall St. Rank hold HD as of Q4 2025.

SageView Advisory Group held 21,666 shares of Home Depot worth $7.46M as of Q4 2025.
SageView Advisory Group sold 4,049 Home Depot shares in Q4 2025, an estimated $1.48M.
Home Depot made up 0.25% of SageView Advisory Group's portfolio in Q4 2025, its #51 holding.
SageView Advisory Group first reported a position in Home Depot in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Home Depot position peaked at $10.4M in Q3 2025.
4,158 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.