SC&H Financial Advisors’s Home Depot HD Stock Holding History

SC&H Financial 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
2026 Q1	$627K	Hold	1,907	–	–	0.09%	85
2025 Q4	$656K	Sell	1,907 -666	-26%	-$244K	0.1%	85
2025 Q3	$1.04M	Buy	2,573 +14	+0.5%	+$5.5K	0.17%	66
2025 Q2	$938K	Buy	2,559 +14	+0.6%	+$5.07K	0.16%	69
2025 Q1	$933K	Hold	2,545	–	–	0.18%	66
2024 Q4	$990K	Sell	2,545 -120	-5%	-$49K	0.2%	60
2024 Q3	$1.08M	Hold	2,665	–	–	0.24%	59
2024 Q2	$917K	Hold	2,665	–	–	0.22%	63
2024 Q1	$1.02M	Sell	2,665 -355	-12%	-$130K	0.27%	58
2023 Q4	$1.05M	Hold	3,020	–	–	0.3%	53
2023 Q3	$913K	Sell	3,020 -46	-2%	-$14.8K	0.3%	58
2023 Q2	$952K	Buy	3,066 +2	+0.1%	+$591	0.31%	56
2023 Q1	$904K	Buy	3,064 +318	+12%	+$97.5K	0.33%	58
2022 Q4	$867K	Sell	2,746 -107	-4%	-$32.6K	0.36%	59
2022 Q3	$787K	Sell	2,853 -296	-9%	-$87.4K	0.39%	53
2022 Q2	$864K	Sell	3,149 -66	-2%	-$19.5K	0.4%	54
2022 Q1	$962K	Buy	3,215 +1	+0%	+$347	0.46%	49
2021 Q4	$1.33M	Buy	+3,214	New	+$1.22M	0.74%	32

Other funds holding HD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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