Woodward Financial Advisors’s Home Depot HD Stock Holding History

Woodward Financial Advisors’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	–	Sell	-652	Closed	-$239K	–	62
2025 Q2	$239K	Sell	652 -7	-1%	-$2.53K	0.1%	55
2025 Q1	$242K	Hold	659	–	–	0.11%	51
2024 Q4	$256K	Sell	659 -30	-4%	-$12.3K	0.13%	49
2024 Q3	$279K	Buy	689 +10	+1%	+$3.65K	0.14%	47
2024 Q2	$228K	Sell	679 -5	-0.7%	-$1.71K	0.13%	50
2024 Q1	$252K	Sell	684 -125	-15%	-$45.7K	0.15%	46
2023 Q4	$280K	Buy	+809	New	+$251K	0.18%	43
2023 Q3	–	Sell	-771	Closed	-$240K	–	49
2023 Q2	$240K	Sell	771 -11	-1%	-$3.25K	0.18%	42
2023 Q1	$231K	Buy	782 +16	+2%	+$4.91K	0.19%	42
2022 Q4	$242K	Hold	766	–	–	0.21%	41
2022 Q3	$211K	Hold	766	–	–	0.2%	43
2022 Q2	$210K	Buy	+766	New	+$226K	0.19%	45
2022 Q1	–	Sell	-621	Closed	-$258K	–	41
2021 Q4	$258K	Buy	+621	New	+$236K	0.26%	34

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Woodward Financial Advisors's HD Position: Q3 2025 in Review

Woodward Financial Advisors sold out of Home Depot (HD) in Q3 2025, closing a stake of 652 shares — an estimated $239K sold.

Woodward Financial Advisors first reported a position in HD in Q4 2021 and held it in 13 quarters. The position peaked at $280K in Q4 2023. 4,074 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Woodward Financial Advisors reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Woodward Financial Advisors sold 652 Home Depot shares in Q3 2025, an estimated $239K.
Woodward Financial Advisors first reported a position in Home Depot in Q4 2021 and held it in 13 quarters.
Woodward Financial Advisors's Home Depot position peaked at $280K in Q4 2023.
4,074 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Woodward Financial Advisors's 13F filing for Q3 2025, filed 1 Oct 2026.