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Avantra Family Wealth’s Home Depot HD Stock Holding History

Avantra Family Wealth’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
2026
Q2 		$1.23M Buy
3,495
+1,093
+46% +$356K 0.79% 31
2026
Q1 		$790K Buy
2,402
+1,109
+86% +$404K 0.59% 52
2025
Q4 		$445K Sell
1,293
-72
-5% -$26.4K 0.32% 93
2025
Q3 		$553K Buy
1,365
+12
+0.9% +$4.72K 0.41% 72
2025
Q2 		$496K Buy
1,353
+18
+1% +$6.51K 0.41% 69
2025
Q1 		$489K Hold
1,335
– – 0.47% 76
2024
Q4 		$519K Buy
+1,335
New +$545K 0.49% 70

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avantra Family Wealth's HD Position: Q2 2026 in Review

Avantra Family Wealth increased its Home Depot (HD) stake by 46% in Q2 2026, buying an estimated $356K and bringing the position to 3,495 shares worth $1.23M. The position accounts for 0.79% of the portfolio, ranked #31.

Avantra Family Wealth first reported a position in HD in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Avantra Family Wealth held 3,495 shares of Home Depot worth $1.23M as of Q2 2026.
  • Avantra Family Wealth bought 1,093 Home Depot shares in Q2 2026, an estimated $356K.
  • Home Depot made up 0.79% of Avantra Family Wealth's portfolio in Q2 2026, its #31 holding.
  • Avantra Family Wealth first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.