SS&H Financial Advisors’s Home Depot HD Stock Holding History

SS&H Financial 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
2025 Q4	$342K	Hold	995	–	–	0.1%	108
2025 Q3	$403K	Hold	995	–	–	0.12%	103
2025 Q2	$365K	Hold	995	–	–	0.12%	101
2025 Q1	$365K	Hold	995	–	–	0.14%	102
2024 Q4	$388K	Hold	995	–	–	0.14%	102
2024 Q3	$403K	Buy	995 +242	+32%	+$88.3K	0.15%	103
2024 Q2	$259K	Hold	753	–	–	0.1%	117
2024 Q1	$288K	Hold	753	–	–	0.12%	106
2023 Q4	$261K	Buy	+753	New	+$233K	0.11%	112

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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