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Willow Creek Wealth Management’s Home Depot HD Stock Holding History

Willow Creek 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
Q3 		$382K Sell
942
-3
-0.3% -$1.18K 0.03% 122
2025
Q2 		$346K Buy
945
+15
+2% +$5.43K 0.03% 122
2025
Q1 		$341K Buy
930
+1
+0.1% +$390 0.03% 115
2024
Q4 		$361K Sell
929
-10
-1% -$4.08K 0.04% 112
2024
Q3 		$380K Buy
939
+181
+24% +$66K 0.04% 110
2024
Q2 		$261K Buy
758
+19
+3% +$6.48K 0.03% 133
2024
Q1 		$283K Buy
739
+66
+10% +$24.1K 0.03% 127
2023
Q4 		$233K Sell
673
-125
-16% -$38.7K 0.03% 133
2023
Q3 		$241K Sell
798
-4
-0.5% -$1.29K 0.04% 118
2023
Q2 		$249K Buy
802
+14
+2% +$4.14K 0.04% 124
2023
Q1 		$233K Buy
788
+106
+16% +$32.5K 0.04% 120
2022
Q4 		$215K Buy
+682
New +$208K 0.04% 124
2022
Q2 		– Sell
-731
Closed -$219K – 127
2022
Q1 		$219K Sell
731
-5
-0.7% -$1.73K 0.04% 111
2021
Q4 		$305K Buy
736
+33
+5% +$12.6K 0.06% 98
2021
Q3 		$231K Sell
703
-63
-8% -$20.7K 0.05% 105
2021
Q2 		$244K Buy
766
+53
+7% +$16.9K 0.06% 98
2021
Q1 		$218K Buy
+713
New +$197K 0.08% 89
2020
Q4 		– Sell
-736
Closed -$204K – 92
2020
Q3 		$204K Buy
+736
New +$199K 0.08% 83
2019
Q4 		– Sell
-984
Closed -$228K – 84
2019
Q3 		$228K Buy
+984
New +$215K 0.11% 75

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Willow Creek Wealth Management's HD Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Home Depot (HD) stake by 0.32% in Q3 2025, selling an estimated $1.18K and leaving 942 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #122.

Willow Creek Wealth Management first reported a position in HD in Q3 2019 and has held it in 19 quarters since. 4,071 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Willow Creek Wealth Management held 942 shares of Home Depot worth $382K as of Q3 2025.
  • Willow Creek Wealth Management sold 3 Home Depot shares in Q3 2025, an estimated $1.18K.
  • Home Depot made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #122 holding.
  • Willow Creek Wealth Management first reported a position in Home Depot in Q3 2019 and has held it in 19 quarters since.
  • 4,071 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.