WWS
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Wellington Wealth Strategies’s Home Depot HD Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$425K Buy
+1,030
New +$421K 0.39% 43
2024
Q2 		– Sell
-3,259
Closed -$1.25M – 99
2024
Q1 		$1.25M Buy
+3,259
New +$1.19M 0.58% 55

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Wealth Strategies's HD Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Home Depot (HD) in Q4 2024: 1,030 shares worth $425K. The stake represents 0.39% of the portfolio and ranks #43 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in HD as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in HD in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.25M in Q1 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Wellington Wealth Strategies held 1,030 shares of Home Depot worth $425K as of Q4 2024.
  • Home Depot was a new Wellington Wealth Strategies position in Q4 2024.
  • Home Depot made up 0.39% of Wellington Wealth Strategies's portfolio in Q4 2024, its #43 holding.
  • Wellington Wealth Strategies first reported a position in Home Depot in Q1 2024 and has held it in 2 quarters since.
  • Wellington Wealth Strategies's Home Depot position peaked at $1.25M in Q1 2024.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.