HD — HOME DEPOT INC

Ownership history in Opes Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Opes 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
0.08% (2022 Q4)
Avg. % of fund
0.05%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 584 +15 +2.6% 0.04% $237K $399.91
2025 Q2 REDUCED 569 -29 -4.8% 0.04% $209K $359.82
2025 Q1 ADDED 598 +25 +4.4% 0.04% $219K $357.45
2024 Q4 REDUCED 573 -15 -2.6% 0.05% $223K $377.01
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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