SCG
HD icon

Sonata Capital Group’s Home Depot HD Stock Holding History

Sonata Capital 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
Q3 		– Sell
-552
Closed -$202K – 122
2025
Q2 		$202K Buy
+552
New +$200K 0.08% 120
2024
Q2 		– Sell
-579
Closed -$222K – 97
2024
Q1 		$222K Sell
579
-14
-2% -$5.12K 0.1% 108
2023
Q4 		$206K Buy
+593
New +$184K 0.1% 106
2022
Q1 		– Sell
-594
Closed -$247K – 120
2021
Q4 		$247K Buy
+594
New +$226K 0.1% 112
2021
Q3 		– Sell
-661
Closed -$211K – 127
2021
Q2 		$211K Hold
661
– – 0.1% 121
2021
Q1 		$202K Buy
+661
New +$182K 0.1% 125

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sonata Capital Group's HD Position: Q3 2025 in Review

Sonata Capital Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 552 shares — an estimated $202K sold.

Sonata Capital Group first reported a position in HD in Q1 2021 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Sonata Capital Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
  • Sonata Capital Group sold 552 Home Depot shares in Q3 2025, an estimated $202K.
  • Sonata Capital Group first reported a position in Home Depot in Q1 2021 and held it in 6 quarters.
  • Sonata Capital Group's Home Depot position peaked at $247K in Q4 2021.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Sonata Capital Group's 13F filing for Q3 2025, filed 12 Nov 2025.