AWE
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Avidian Wealth Enterprises’s Home Depot HD Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.8M Sell
9,839
-3,622
-27% -$1.19M 0.08% 168
2026
Q2 		$4.75M Sell
13,461
-284
-2% -$92.4K 0.13% 117
2026
Q1 		$4.52M Buy
13,745
+159
+1% +$57.9K 0.14% 106
2025
Q4 		$4.67M Buy
13,586
+96
+0.7% +$35.2K 0.17% 84
2025
Q3 		$5.47M Buy
13,490
+128
+1% +$50.3K 0.21% 75
2025
Q2 		$4.9M Buy
13,362
+499
+4% +$181K 0.2% 75
2025
Q1 		$4.71M Buy
12,863
+39
+0.3% +$15.2K 0.21% 72
2024
Q4 		$4.99M Sell
12,824
-19
-0.1% -$7.76K 0.22% 68
2024
Q3 		$5.2M Sell
12,843
-562
-4% -$205K 0.24% 66
2024
Q2 		$4.61M Sell
13,405
-856
-6% -$292K 0.19% 71
2024
Q1 		$5.47M Buy
14,261
+432
+3% +$158K 0.27% 59
2023
Q4 		$4.79M Sell
13,829
-620
-4% -$192K 0.29% 66
2023
Q3 		$4.37M Sell
14,449
-2,146
-13% -$690K 0.31% 66
2023
Q2 		$5.16M Sell
16,595
-13,076
-44% -$3.86M 0.34% 65
2023
Q1 		$8.76M Buy
29,671
+4,210
+17% +$1.29M 0.48% 50
2022
Q4 		$8.04M Buy
25,461
+6,179
+32% +$1.88M 0.52% 39
2022
Q3 		$5.32M Buy
19,282
+422
+2% +$125K 0.38% 52
2022
Q2 		$5.17M Buy
18,860
+420
+2% +$124K 0.37% 54
2022
Q1 		$5.52M Buy
18,440
+4,573
+33% +$1.59M 0.34% 62
2021
Q4 		$5.75M Buy
13,867
+994
+8% +$378K 0.36% 55
2021
Q3 		$4.23M Buy
12,873
+750
+6% +$246K 0.32% 51
2021
Q2 		$3.87M Buy
12,123
+322
+3% +$102K 0.3% 57
2021
Q1 		$3.6M Buy
11,801
+433
+4% +$119K 0.31% 54
2020
Q4 		$3.02M Buy
11,368
+382
+3% +$105K 0.29% 56
2020
Q3 		$3.05M Buy
10,986
+881
+9% +$239K 0.35% 53
2020
Q2 		$2.53M Buy
10,105
+324
+3% +$74.2K 0.34% 51
2020
Q1 		$1.83M Buy
9,781
+5,516
+129% +$1.21M 0.29% 45
2019
Q4 		$931K Buy
4,265
+1,037
+32% +$235K 0.13% 68
2019
Q3 		$749K Buy
3,228
+1,915
+146% +$419K 0.12% 70
2019
Q2 		$273K Buy
+1,313
New +$262K 0.06% 119

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Avidian Wealth Enterprises's HD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Home Depot (HD) stake by 27% in Q3 2026, selling an estimated $1.19M and leaving 9,839 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #168.

Avidian Wealth Enterprises first reported a position in HD in Q2 2019 and has held it in 30 quarters since. The position peaked at $8.76M in Q1 2023. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Avidian Wealth Enterprises held 9,839 shares of Home Depot worth $2.8M as of Q3 2026.
  • Avidian Wealth Enterprises sold 3,622 Home Depot shares in Q3 2026, an estimated $1.19M.
  • Home Depot made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #168 holding.
  • Avidian Wealth Enterprises first reported a position in Home Depot in Q2 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Home Depot position peaked at $8.76M in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.