Stephens Consulting’s Home Depot HD Stock Holding History

Stephens Consulting’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	$420K	Buy	1,221 +405	+50%	+$148K	0.14%	40
2025 Q3	$331K	Sell	816 -159	-16%	-$62.5K	0.11%	47
2025 Q2	$357K	Buy	975 +37	+4%	+$13.4K	0.08%	77
2025 Q1	$344K	Buy	938 +112	+14%	+$43.6K	0.09%	72
2024 Q4	$321K	Hold	826	–	–	0.08%	79
2024 Q3	$335K	Hold	826	–	–	0.09%	75
2024 Q2	$284K	Sell	826 -23	-3%	-$7.85K	0.08%	75
2024 Q1	$326K	Hold	849	–	–	0.1%	64
2023 Q4	$294K	Buy	849 +1	+0.1%	+$310	0.1%	65
2023 Q3	$256K	Hold	848	–	–	0.1%	67
2023 Q2	$264K	Sell	848 -8	-0.9%	-$2.36K	0.1%	65
2023 Q1	$253K	Hold	856	–	–	0.15%	68
2022 Q4	$270K	Sell	856 -127	-13%	-$38.7K	0.18%	60
2022 Q3	$271K	Hold	983	–	–	0.24%	57
2022 Q2	$270K	Hold	983	–	–	0.22%	57
2022 Q1	$294K	Sell	983 -20	-2%	-$6.94K	0.24%	60
2021 Q4	$416K	Buy	+1,003	New	+$382K	0.34%	44

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

Stephens Consulting's HD Position: Q4 2025 in Review

Stephens Consulting increased its Home Depot (HD) stake by 50% in Q4 2025, buying an estimated $148K and bringing the position to 1,221 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #40.

Stephens Consulting first reported a position in HD in Q4 2021 and has held it in 17 quarters since. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Stephens Consulting held 1,221 shares of Home Depot worth $420K as of Q4 2025.
Stephens Consulting bought 405 Home Depot shares in Q4 2025, an estimated $148K.
Home Depot made up 0.14% of Stephens Consulting's portfolio in Q4 2025, its #40 holding.
Stephens Consulting first reported a position in Home Depot in Q4 2021 and has held it in 17 quarters since.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.