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Sheaff Brock Investment Advisors’s Home Depot HD Stock Holding History

Sheaff Brock Investment 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
2023
Q2 		– Sell
-1,000
Closed -$295K – 507
2023
Q1 		$295K Buy
+1,000
New +$307K 0.03% 351
2018
Q2 		– Sell
-2,000
Closed -$356K – 558
2018
Q1 		$356K Buy
+2,000
New +$375K 0.04% 322

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

Sheaff Brock Investment Advisors's HD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Home Depot (HD) stake by 0.55% in Q1 2025, buying an estimated $58.8K and bringing the position to 27,708 shares worth $10.2M. The position accounts for 0.93% of the portfolio, ranked #19.

Sheaff Brock Investment Advisors first reported a position in HD in Q4 2015 and has held it in 38 quarters since. The position peaked at $15.7M in Q3 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 27,708 shares of Home Depot worth $10.2M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 151 Home Depot shares in Q1 2025, an estimated $58.8K.
  • Home Depot made up 0.93% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #19 holding.
  • Sheaff Brock Investment Advisors first reported a position in Home Depot in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Home Depot position peaked at $15.7M in Q3 2024.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.