HD — HOME DEPOT INC

Ownership history in Integris Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2024 Q1)
Avg. % of fund
0.06%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 648 +73 +12.7% 0.06% $262K $399.91
2025 Q2 REDUCED 575 -9 -1.5% 0.05% $211K $359.82
2024 Q2 REDUCED 584 -37 -6.0% 0.06% $201K $329.88
2024 Q1 INITIATED 621 — — 0.07% $238K —
% of Fund (quarterly)    HD price (monthly, adj. close)

Other funds also holding HD

As of 2025 Q4 — sorted by position size

Brookmont Capital Management 3Y 7Y 32.24% Range Rock Capital, LLC 9.16% Carmel Capital Partners, LLC 3Y 8.98% PROSPECTOR PARTNERS LLC 3Y 7Y 7.99% MFF Capital Investments Ltd 6.86% Dorsal Capital Management, LP 3Y 7Y 5.98% Carson Advisory Inc. 3Y 5.45% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 5.36% CSU Producer Resources, Inc. 3Y 7Y 5.14% CHILTON INVESTMENT CO INC. 3Y 7Y 4.78%
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