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Waterway Wealth Management’s Home Depot HD Stock Holding History

Waterway 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
Q2 		– Sell
-865
Closed -$317K – 89
2025
Q1 		$317K Buy
865
+100
+13% +$39K 0.13% 62
2024
Q4 		$298K Buy
765
+85
+13% +$34.7K 0.13% 66
2024
Q3 		$276K Buy
680
+63
+10% +$23K 0.12% 63
2024
Q2 		$212K Buy
+617
New +$210K 0.1% 58

Other funds holding HD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waterway Wealth Management's HD Position: Q2 2025 in Review

Waterway Wealth Management sold out of Home Depot (HD) in Q2 2025, closing a stake of 865 shares — an estimated $317K sold.

Waterway Wealth Management first reported a position in HD in Q2 2024 and held it in 4 quarters. The position peaked at $317K in Q1 2025. 3,996 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Waterway Wealth Management reported no remaining Home Depot position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 865 Home Depot shares in Q2 2025, an estimated $317K.
  • Waterway Wealth Management first reported a position in Home Depot in Q2 2024 and held it in 4 quarters.
  • Waterway Wealth Management's Home Depot position peaked at $317K in Q1 2025.
  • 3,996 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.