HD HOME DEPOT

Ownership history in Notis-McConarty Edward  ·  48 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported HOME DEPOT (HD) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.99% in 2023 Q4. The latest visible filing shows HD at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Notis-McConarty Edward's position in HOME DEPOT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HD was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Notis-McConarty Edward held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,197 +50 +0.5% 1.63% $3.5M 2026-02-14 (Est.) $388.45
2025 Q3 ADDED 10,147 +175 +1.8% 1.91% $4.1M 2025-11-10 $365.61
2025 Q2 ADDED 9,972 +49 +0.5% 1.78% $3.7M 2025-07-23 $369.35
2025 Q1 ADDED 9,923 +20 +0.2% 1.87% $3.6M 2025-05-06 $350.52
2024 Q4 REDUCED 9,903 -359 -3.5% 1.86% $3.9M 2025-02-13 $399.73
2024 Q3 REDUCED 10,262 -2,745 -21.1% 1.88% $4.2M 2024-11-12 $388.62
2024 Q2 ADDED 13,007 +65 +0.5% 1.76% $4.5M 2024-08-12 $331.39
2024 Q1 REDUCED 12,942 -1,426 -9.9% 1.96% $5.0M 2024-04-29 $320.53
2023 Q4 ADDED 14,368 +558 +4.0% 1.99% $5.0M 2024-02-14 $338.89
2023 Q3 ADDED 13,810 +613 +4.6% 1.70% $4.2M 2023-11-14 $285.33
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Notis-McConarty Edward reported owning HD?

Notis-McConarty Edward reported HD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported HD position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for HD was 1.99% in 2023 Q4.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 10,197 shares, equal to 1.63% of portfolio, with an estimated market value of $3.5M.

What does the chart on this HD ownership page compare?

The chart compares Notis-McConarty Edward's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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