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Avion Wealth’s Home Depot HD Stock Holding History

Avion 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 		$263K Sell
747
-38
-5% -$12.4K 0.05% 100
2026
Q1 		$258K Buy
785
+246
+46% +$89.6K 0.05% 82
2025
Q4 		$185K Sell
539
-26
-5% -$9.52K 0.04% 109
2025
Q3 		$228K Sell
565
-3
-0.5% -$1.18K 0.05% 93
2025
Q2 		$208K Sell
568
-4
-0.7% -$1.45K 0.05% 92
2025
Q1 		$222K Hold
572
– – 0.06% 79
2024
Q4 		$222K Buy
572
+1
+0.2% +$409 0.06% 79
2024
Q3 		$231K Buy
571
+59
+12% +$21.5K 0.06% 78
2024
Q2 		$176K Buy
512
+9
+2% +$3.07K 0.05% 78
2024
Q1 		$193K Buy
503
+81
+19% +$29.6K 0.05% 79
2023
Q4 		$146K Buy
422
+14
+3% +$4.34K 0.04% 86
2023
Q3 		$122K Buy
408
+21
+5% +$6.75K 0.03% 90
2023
Q2 		$119K Buy
387
+21
+6% +$6.2K 0.03% 97
2023
Q1 		$115K Sell
366
-30
-8% -$9.2K 0.03% 95
2022
Q4 		$109K Hold
396
– – 0.03% 96
2022
Q3 		$109K Sell
396
-22
-5% -$6.49K 0.03% 96
2022
Q2 		$115K Buy
418
+30
+8% +$8.86K 0.04% 85
2022
Q1 		$116K Buy
388
+29
+8% +$10.1K 0.03% 81
2021
Q4 		$149K Hold
359
– – 0.04% 65
2021
Q3 		$118K Buy
359
+25
+7% +$8.21K 0.04% 69
2021
Q2 		$107K Sell
334
-41
-11% -$13K 0.03% 73
2021
Q1 		$114K Sell
375
-241
-39% -$66.4K 0.04% 66
2020
Q4 		$164K Buy
616
+282
+84% +$77.5K 0.05% 48
2020
Q3 		$93K Hold
334
– – 0.03% 61
2020
Q2 		$84K Hold
334
– – 0.03% 65
2020
Q1 		$62K Buy
+334
New +$73.3K 0.03% 72

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

Avion Wealth's HD Position: Q2 2026 in Review

Avion Wealth reduced its Home Depot (HD) stake by 4.8% in Q2 2026, selling an estimated $12.4K and leaving 747 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #100.

Avion Wealth first reported a position in HD in Q1 2020 and has held it in 26 quarters since. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Avion Wealth held 747 shares of Home Depot worth $263K as of Q2 2026.
  • Avion Wealth sold 38 Home Depot shares in Q2 2026, an estimated $12.4K.
  • Home Depot made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #100 holding.
  • Avion Wealth first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.