Sterling Group Wealth Management’s Home Depot HD Stock Holding History

Sterling Group Wealth Management’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	–	Sell	-533	Closed	-$216K	–	52
2025 Q3	$216K	Buy	+533	New	+$210K	0.11%	50
2025 Q1	–	Sell	-531	Closed	-$207K	–	60
2024 Q4	$207K	Sell	531 -70	-12%	-$28.6K	0.11%	63
2024 Q3	$244K	Sell	601 -129	-18%	-$47.1K	0.13%	56
2024 Q2	$251K	Buy	+730	New	+$249K	0.14%	49
2024 Q1	–	Sell	-930	Closed	-$322K	–	19
2023 Q4	$322K	Hold	930	–	–	0.25%	38
2023 Q3	$281K	Sell	930 -2	-0.2%	-$643	0.27%	38
2023 Q2	$290K	Hold	932	–	–	0.25%	38
2023 Q1	$275K	Buy	932 +224	+32%	+$68.7K	0.26%	38
2022 Q4	$224K	Buy	+708	New	+$216K	0.22%	44

Other funds holding HD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Group Wealth Management's HD Position: Q4 2025 in Review

Sterling Group Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 533 shares — an estimated $216K sold.

Sterling Group Wealth Management first reported a position in HD in Q4 2022 and held it in 9 quarters. The position peaked at $322K in Q4 2023. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Sterling Group Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 533 Home Depot shares in Q4 2025, an estimated $216K.
Sterling Group Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 9 quarters.
Sterling Group Wealth Management's Home Depot position peaked at $322K in Q4 2023.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Sterling Group Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.