Shelton Wealth Management’s Home Depot HD Stock Holding History

Shelton 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
2025 Q2	–	Sell	-753	Closed	-$276K	–	158
2025 Q1	$276K	Sell	753 -81	-10%	-$31.6K	0.15%	108
2024 Q4	$324K	Buy	834 +20	+2%	+$8.17K	0.17%	105
2024 Q3	$330K	Buy	814 +90	+12%	+$32.8K	0.18%	104
2024 Q2	$249K	Sell	724 -35	-5%	-$11.9K	0.14%	117
2024 Q1	$291K	Sell	759 -17	-2%	-$6.21K	0.18%	105
2023 Q4	$269K	Buy	776 +13	+2%	+$4.03K	0.19%	96
2023 Q3	$231K	Buy	763 +2	+0.3%	+$643	0.18%	57
2023 Q2	$236K	Buy	761 +4	+0.5%	+$1.18K	0.18%	62
2023 Q1	$223K	Sell	757 -253	-25%	-$77.6K	0.18%	57
2022 Q4	$319K	Sell	1,010 -55	-5%	-$16.8K	0.25%	49
2022 Q3	$294K	Hold	1,065	–	–	0.26%	47
2022 Q2	$292K	Buy	1,065 +32	+3%	+$9.45K	0.25%	50
2022 Q1	$309K	Sell	1,033 -15	-1%	-$5.2K	0.24%	52
2021 Q4	$435K	Buy	+1,048	New	+$399K	0.34%	39

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

Shelton Wealth Management's HD Position: Q2 2025 in Review

Shelton Wealth Management sold out of Home Depot (HD) in Q2 2025, closing a stake of 753 shares — an estimated $276K sold.

Shelton Wealth Management first reported a position in HD in Q4 2021 and held it in 14 quarters. The position peaked at $435K in Q4 2021. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

Shelton Wealth Management reported no remaining Home Depot position as of Q2 2025 after selling out during the quarter.
Shelton Wealth Management sold 753 Home Depot shares in Q2 2025, an estimated $276K.
Shelton Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 14 quarters.
Shelton Wealth Management's Home Depot position peaked at $435K in Q4 2021.
3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.