Uptown Financial Advisors’s Home Depot HD Stock Holding History

Uptown 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	–	Sell	-508	Closed	-$206K	–	79
2025 Q3	$206K	Buy	+508	New	+$200K	0.17%	70

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

Uptown Financial Advisors's HD Position: Q4 2025 in Review

Uptown Financial Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 508 shares — an estimated $206K sold.

Uptown Financial Advisors first reported a position in HD in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Uptown Financial Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Uptown Financial Advisors sold 508 Home Depot shares in Q4 2025, an estimated $206K.
Uptown Financial Advisors first reported a position in Home Depot in Q3 2025 and held it in 1 quarter.
Uptown Financial Advisors's Home Depot position peaked at $206K in Q3 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Uptown Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.