Von Berge Wealth Management Group’s Home Depot HD Stock Holding History

Von Berge Wealth Management Group’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 Q3	–	Sell	-1,788	Closed	-$663K	–	15
2025 Q2	$663K	Sell	1,788 -124	-6%	-$44.9K	0.37%	38
2025 Q1	$688K	Buy	1,912 +126	+7%	+$49.1K	0.44%	36
2024 Q4	$740K	Buy	1,786 +3	+0.2%	+$1.23K	0.45%	36
2024 Q3	$693K	Buy	1,783 +6	+0.3%	+$2.19K	0.43%	36
2024 Q2	$597K	Buy	1,777 +1	+0.1%	+$341	0.38%	38
2024 Q1	$681K	Buy	1,776 +37	+2%	+$13.5K	0.44%	34
2023 Q4	$619K	Buy	1,739 +33	+2%	+$10.2K	0.48%	36
2023 Q3	$516K	Hold	1,706	–	–	0.44%	33
2023 Q2	$530K	Buy	1,706 +1	+0.1%	+$295	0.44%	33
2023 Q1	$508K	Buy	1,705 +1	+0.1%	+$307	0.45%	32
2022 Q4	$540K	Sell	1,704 -34	-2%	-$10.4K	0.49%	31
2022 Q3	$491K	Sell	1,738 -19	-1%	-$5.61K	0.52%	32
2022 Q2	$505K	Buy	1,757 +21	+1%	+$6.2K	0.52%	33
2022 Q1	$529K	Hold	1,736	–	–	0.48%	33
2021 Q4	$637K	Buy	+1,736	New	+$661K	0.59%	31

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Von Berge Wealth Management Group's HD Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Home Depot (HD) in Q3 2025, closing a stake of 1,788 shares — an estimated $663K sold.

Von Berge Wealth Management Group first reported a position in HD in Q4 2021 and held it in 15 quarters. The position peaked at $740K in Q4 2024. 4,064 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,788 Home Depot shares in Q3 2025, an estimated $663K.
Von Berge Wealth Management Group first reported a position in Home Depot in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Home Depot position peaked at $740K in Q4 2024.
4,064 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.