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Wise Wealth Partners’s Home Depot HD Stock Holding History

Wise Wealth Partners’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
-739
Closed -$299K – 53
2025
Q3 		$299K Hold
739
– – 0.46% 48
2025
Q2 		$271K Hold
739
– – 0.45% 47
2025
Q1 		$271K Buy
739
+4
+0.5% +$1.56K 0.65% 40
2024
Q4 		$286K Buy
+735
New +$300K 0.71% 37

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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

Wise Wealth Partners's HD Position: Q4 2025 in Review

Wise Wealth Partners sold out of Home Depot (HD) in Q4 2025, closing a stake of 739 shares — an estimated $299K sold.

Wise Wealth Partners first reported a position in HD in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Wise Wealth Partners reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 739 Home Depot shares in Q4 2025, an estimated $299K.
  • Wise Wealth Partners first reported a position in Home Depot in Q4 2024 and held it in 4 quarters.
  • Wise Wealth Partners's Home Depot position peaked at $299K in Q3 2025.
  • 4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Wise Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.