Windsor Advisory Group’s Home Depot HD Stock Holding History

Windsor Advisory 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 Q4	–	Sell	-1,170	Closed	-$474K	–	87
2025 Q3	$474K	Buy	+1,170	New	+$460K	0.42%	39
2024 Q4	–	Sell	-600	Closed	-$243K	–	89
2024 Q3	$243K	Buy	+600	New	+$219K	0.27%	54
2023 Q4	–	Sell	-2,000	Closed	-$604K	–	62
2023 Q3	$604K	Hold	2,000	–	–	1.44%	20
2023 Q2	$621K	Hold	2,000	–	–	1.54%	18
2023 Q1	$590K	Sell	2,000 -239	-11%	-$73.3K	1.41%	19
2022 Q4	$707K	Buy	+2,239	New	+$682K	1.88%	15

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

Windsor Advisory Group's HD Position: Q4 2025 in Review

Windsor Advisory Group sold out of Home Depot (HD) in Q4 2025, closing a stake of 1,170 shares — an estimated $474K sold.

Windsor Advisory Group first reported a position in HD in Q4 2022 and held it in 6 quarters. The position peaked at $707K in Q4 2022. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Windsor Advisory Group reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Windsor Advisory Group sold 1,170 Home Depot shares in Q4 2025, an estimated $474K.
Windsor Advisory Group first reported a position in Home Depot in Q4 2022 and held it in 6 quarters.
Windsor Advisory Group's Home Depot position peaked at $707K in Q4 2022.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.