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SMART Wealth’s Home Depot HD Stock Holding History

SMART Wealth’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
Q1 		– Sell
-2,099
Closed -$817K – 161
2024
Q4 		$817K Buy
2,099
+32
+2% +$13.1K 0.29% 83
2024
Q3 		$838K Sell
2,067
-28
-1% -$10.2K 0.33% 67
2024
Q2 		$721K Buy
2,095
+79
+4% +$26.9K 0.29% 63
2024
Q1 		$773K Buy
2,016
+177
+10% +$64.7K 0.35% 56
2023
Q4 		$637K Buy
+1,839
New +$570K 0.35% 42

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

SMART Wealth's HD Position: Q1 2025 in Review

SMART Wealth sold out of Home Depot (HD) in Q1 2025, closing a stake of 2,099 shares — an estimated $817K sold.

SMART Wealth first reported a position in HD in Q4 2023 and held it in 5 quarters. The position peaked at $838K in Q3 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • SMART Wealth reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
  • SMART Wealth sold 2,099 Home Depot shares in Q1 2025, an estimated $817K.
  • SMART Wealth first reported a position in Home Depot in Q4 2023 and held it in 5 quarters.
  • SMART Wealth's Home Depot position peaked at $838K in Q3 2024.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.