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Sonora Investment Management Group’s Home Depot HD Stock Holding History

Sonora Investment Management 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 		$22.1M Sell
54,432
-680
-1% -$267K 1.56% 19
2025
Q2 		$20.2M Buy
55,112
+904
+2% +$327K 1.5% 19
2025
Q1 		$19.9M Buy
54,208
+556
+1% +$217K 1.57% 17
2024
Q4 		$20.9M Buy
53,652
+692
+1% +$283K 1.6% 16
2024
Q3 		$21.5M Buy
52,960
+1,487
+3% +$542K 1.59% 16
2024
Q2 		$19.7M Hold
51,473
– – 1.55% 14
2024
Q1 		$19.7M Buy
51,473
+1,603
+3% +$586K 1.54% 14
2023
Q4 		$17.3M Buy
49,870
+550
+1% +$170K 1.41% 17
2023
Q3 		$14.9M Sell
49,320
-253
-0.5% -$81.4K 1.28% 22
2023
Q2 		$15.4M Buy
49,573
+1,070
+2% +$316K 1.29% 23
2023
Q1 		$14.3M Buy
48,503
+1,673
+4% +$513K 1.25% 24
2022
Q4 		$14.8M Buy
46,830
+1,683
+4% +$513K 1.35% 20
2022
Q3 		$12.4M Buy
45,147
+140
+0.3% +$41.3K 1.59% 16
2022
Q2 		$12.3M Buy
45,007
+1,788
+4% +$528K 1.17% 25
2022
Q1 		$12.9M Buy
43,219
+1,241
+3% +$430K 1.46% 17
2021
Q4 		$17.4M Buy
+41,978
New +$16M 2.02% 5

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

Sonora Investment Management Group's HD Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Home Depot (HD) stake by 1.2% in Q3 2025, selling an estimated $267K and leaving 54,432 shares worth $22.1M. The position accounts for 1.56% of the portfolio, ranked #19.

Sonora Investment Management Group first reported a position in HD in Q4 2021 and has held it in 16 quarters since. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Sonora Investment Management Group held 54,432 shares of Home Depot worth $22.1M as of Q3 2025.
  • Sonora Investment Management Group sold 680 Home Depot shares in Q3 2025, an estimated $267K.
  • Home Depot made up 1.56% of Sonora Investment Management Group's portfolio in Q3 2025, its #19 holding.
  • Sonora Investment Management Group first reported a position in Home Depot in Q4 2021 and has held it in 16 quarters since.
  • 4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.