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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avidian Wealth Enterprises's HD Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $92.4K and leaving 13,461 shares worth $4.75M. The position accounts for 0.13% of the portfolio, ranked #117.

Avidian Wealth Enterprises first reported a position in HD in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.76M in Q1 2023. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Avidian Wealth Enterprises held 13,461 shares of Home Depot worth $4.75M as of Q2 2026.
  • Avidian Wealth Enterprises sold 284 Home Depot shares in Q2 2026, an estimated $92.4K.
  • Home Depot made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #117 holding.
  • Avidian Wealth Enterprises first reported a position in Home Depot in Q2 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's Home Depot position peaked at $8.76M in Q1 2023.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.