AWM
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Avaii Wealth Management’s Home Depot HD Stock Holding History

Avaii Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,324
Closed -$537K – 149
2025
Q3 		$537K Buy
+1,324
New +$521K 0.2% 68
2025
Q1 		– Sell
-615
Closed -$239K – 131
2024
Q4 		$239K Buy
+615
New +$251K 0.12% 113
2024
Q3 		– Sell
-991
Closed -$341K – 138
2024
Q2 		$341K Buy
991
+89
+10% +$30.4K 0.19% 95
2024
Q1 		$346K Buy
902
+35
+4% +$12.8K 0.2% 93
2023
Q4 		$301K Sell
867
-115
-12% -$35.6K 0.2% 112
2023
Q3 		$297K Sell
982
-29
-3% -$9.33K 0.22% 98
2023
Q2 		$314K Sell
1,011
-84
-8% -$24.8K 0.24% 89
2023
Q1 		$323K Buy
1,095
+239
+28% +$73.3K 0.28% 87
2022
Q4 		$271K Buy
856
+117
+16% +$35.6K 0.24% 98
2022
Q3 		$204K Buy
+739
New +$218K 0.21% 103
2022
Q2 		– Sell
-683
Closed -$204K – 108
2022
Q1 		$204K Sell
683
-412
-38% -$143K 0.19% 103
2021
Q4 		$454K Buy
+1,095
New +$417K 0.46% 44

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avaii Wealth Management's HD Position: Q4 2025 in Review

Avaii Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 1,324 shares — an estimated $537K sold.

Avaii Wealth Management first reported a position in HD in Q4 2021 and held it in 12 quarters. The position peaked at $537K in Q3 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Avaii Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 1,324 Home Depot shares in Q4 2025, an estimated $537K.
  • Avaii Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 12 quarters.
  • Avaii Wealth Management's Home Depot position peaked at $537K in Q3 2025.
  • 4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Avaii Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.