HD — Home Depot

Ownership history in Wealth Group Ltd  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Home Depot (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
0.06% (2024 Q4)
Avg. % of fund
0.06%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 551 -12 -2.1% 0.05% $223K $399.91
2025 Q1 UNCHANGED 563 — 0% 0.06% $206K $357.45
2024 Q4 ADDED 563 +27 +5.0% 0.06% $219K $377.01
2024 Q3 INITIATED 536 — — 0.06% $217K $390.66
% 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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