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Tolleson Wealth Management’s Home Depot HD Stock Holding History

Tolleson 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
Q1 		– Sell
-555
Closed -$216K – 95
2024
Q4 		$216K Buy
+555
New +$227K 0.04% 100
2024
Q3 		– Sell
-727
Closed -$250K – 84
2024
Q2 		$250K Sell
727
-726
-50% -$248K 0.05% 75
2024
Q1 		$557K Buy
+1,453
New +$531K 0.11% 59
2020
Q2 		– Sell
-9,361
Closed -$1.75M – 68
2020
Q1 		$1.75M Sell
9,361
-315
-3% -$69.2K 0.76% 25
2019
Q4 		$2.11M Buy
9,676
+315
+3% +$71.3K 1.02% 20
2019
Q3 		$2.17M Sell
9,361
-23,205
-71% -$5.07M 1.18% 18
2019
Q2 		$6.77M Sell
32,566
-45,655
-58% -$9.11M 4.67% 6
2019
Q1 		$15M Hold
78,221
– – 10.39% 2
2018
Q4 		$13.4M Buy
+78,221
New +$14M 7.91% 2

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tolleson Wealth Management's HD Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Home Depot (HD) in Q1 2025, closing a stake of 555 shares — an estimated $216K sold.

Tolleson Wealth Management first reported a position in HD in Q4 2018 and held it in 9 quarters. The position peaked at $15M in Q1 2019. 4,000 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Tolleson Wealth Management reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
  • Tolleson Wealth Management sold 555 Home Depot shares in Q1 2025, an estimated $216K.
  • Tolleson Wealth Management first reported a position in Home Depot in Q4 2018 and held it in 9 quarters.
  • Tolleson Wealth Management's Home Depot position peaked at $15M in Q1 2019.
  • 4,000 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.