HD — HOME DEPOT INC

Ownership history in Windsor Advisory Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, 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
1.88% (2023 Q1)
Avg. % of fund
1.11%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,170 +570 +95.0% 0.42% $474K $399.91
2024 Q3 REDUCED 600 -1,400 -70.0% 0.27% $243K $390.66
2023 Q3 UNCHANGED 2,000 — 0% 1.44% $604K $283.94
2023 Q2 REDUCED 2,000 -239 -10.7% 1.54% $621K $290.06
2023 Q1 INITIATED 2,239 — — 1.88% $707K $273.60
% 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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