HD HOME DEPOT INC

Ownership history in NewEdge Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, 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
1.53% (2021 Q2)
Avg. % of fund
1.1%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 210,513 +13,112 +6.6% 0.82% $72.4M $341.81
2025 Q3 ADDED 197,401 +3,580 +1.8% 1.06% $73.8M $399.91
2025 Q2 ADDED 193,821 +13,702 +7.6% 1.17% $74.8M $359.82
2025 Q1 ADDED 180,119 +9,614 +5.6% 1.20% $66.0M $357.45
2024 Q4 ADDED 170,505 +11,050 +6.9% 1.15% $66.3M $377.01
2024 Q3 ADDED 159,455 +19,896 +14.3% 1.17% $64.6M $390.66
2024 Q2 REDUCED 139,559 -148 -0.1% 1.04% $48.0M $329.88
2024 Q1 ADDED 139,707 +18,450 +15.2% 1.05% $46.9M $365.07
2023 Q4 ADDED 121,257 +15,764 +14.9% 1.07% $42.0M $327.84
2023 Q3 ADDED 105,493 +12,297 +13.2% 1.01% $31.9M $283.94
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% of Fund (quarterly)    HD price (monthly, adj. close)
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