Avior Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62M Sell
13,112
-2,955
-18% -$961K 0.12% 149
2026
Q1
$5.28M Sell
16,067
-66
-0.4% -$24.1K 0.15% 133
2025
Q4
$5.55M Sell
16,133
-178
-1% -$65.2K 0.17% 105
2025
Q3
$6.61M Buy
16,311
+159
+1% +$62.5K 0.21% 85
2025
Q2
$5.92M Sell
16,152
-222
-1% -$80.3K 0.2% 88
2025
Q1
$6M Sell
16,374
-576
-3% -$224K 0.23% 78
2024
Q4
$6.59M Sell
16,950
-1,263
-7% -$516K 0.24% 75
2024
Q3
$7.38M Sell
18,213
-105
-0.6% -$38.3K 0.29% 66
2024
Q2
$6.31M Sell
18,318
-1,289
-7% -$440K 0.27% 68
2024
Q1
$7.52M Buy
19,607
+2,793
+17% +$1.02M 0.35% 56
2023
Q4
$5.83M Sell
16,814
-387
-2% -$120K 0.35% 60
2023
Q3
$5.2M Buy
17,201
+295
+2% +$94.9K 0.35% 61
2023
Q2
$5.25M Buy
16,906
+512
+3% +$151K 0.34% 62
2023
Q1
$4.84M Buy
16,394
+976
+6% +$299K 0.33% 64
2022
Q4
$4.87M Buy
15,418
+11
+0.1% +$3.35K 0.37% 60
2022
Q3
$4.25M Buy
15,407
+342
+2% +$101K 0.35% 56
2022
Q2
$4.13M Buy
15,065
+154
+1% +$45.5K 0.42% 49
2022
Q1
$4.46M Buy
14,911
+521
+4% +$181K 0.38% 56
2021
Q4
$5.97M Sell
14,390
-572
-4% -$218K 0.49% 43
2021
Q3
$4.91M Buy
14,962
+2,378
+19% +$781K 0.41% 54
2021
Q2
$4.01M Buy
12,584
+1,653
+15% +$526K 0.4% 57
2021
Q1
$3.34M Buy
10,931
+139
+1% +$38.3K 0.36% 60
2020
Q4
$2.87M Sell
10,792
-124
-1% -$34.1K 0.35% 68
2020
Q3
$3.03M Buy
10,916
+1,191
+12% +$323K 0.43% 54
2020
Q2
$2.44M Buy
9,725
+185
+2% +$42.3K 0.38% 60
2020
Q1
$1.78M Sell
9,540
-298
-3% -$65.4K 0.35% 74
2019
Q4
$2.15M Buy
9,838
+751
+8% +$170K 0.34% 74
2019
Q3
$2.11M Sell
9,087
-454
-5% -$99.2K 0.37% 72
2019
Q2
$1.98M Buy
9,541
+617
+7% +$123K 0.36% 76
2019
Q1
$1.69M Sell
8,924
-1,671
-16% -$307K 0.36% 71
2018
Q4
$1.81M Sell
10,595
-925
-8% -$166K 0.44% 58
2018
Q3
$2.35M Buy
11,520
+331
+3% +$66.6K 0.5% 49
2018
Q2
$2.16M Sell
11,189
-1,358
-11% -$254K 0.49% 54
2018
Q1
$2.22M Sell
12,547
-612
-5% -$115K 0.51% 51
2017
Q4
$2.47M Buy
13,159
+2,045
+18% +$353K 0.55% 45
2017
Q3
$1.79M Buy
11,114
+203
+2% +$31.1K 0.59% 51
2017
Q2
$1.66M Sell
10,911
-2,814
-21% -$432K 0.68% 43
2017
Q1
$2M Buy
13,725
+1,596
+13% +$226K 0.67% 41
2016
Q4
$1.63M Buy
12,129
+50
+0.4% +$6.45K 0.61% 47
2016
Q3
$1.56M Buy
12,079
+950
+9% +$127K 0.61% 46
2016
Q2
$1.42M Sell
11,129
-164
-1% -$21.7K 0.6% 44
2016
Q1
$1.51M Buy
11,293
+144
+1% +$17.9K 0.67% 42
2015
Q4
$1.47M Buy
11,149
+239
+2% +$30.4K 0.81% 28
2015
Q3
$1.26M Buy
10,910
+10,486
+2,473% +$1.21M 0.74% 34
2015
Q2
$48K Buy
424
+51
+14% +$5.71K 0.04% 133
2015
Q1
$43K Buy
373
+176
+89% +$19.4K 0.03% 145
2014
Q4
$21K Buy
197
+1
+0.5% +$97 0.02% 184
2014
Q3
$18K Buy
196
+1
+0.5% +$86 0.02% 197
2014
Q2
$16K Sell
195
-152
-44% -$12K 0.01% 208
2014
Q1
$27K Buy
+347
New +$27.6K 0.02% 173

Other funds holding HD

Avior Wealth Management's HD Position: Q2 2026 in Review

Avior Wealth Management reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $961K and leaving 13,112 shares worth $4.62M. The position accounts for 0.12% of the portfolio, ranked #149.

Avior Wealth Management first reported a position in HD in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.52M in Q1 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Avior Wealth Management held 13,112 shares of Home Depot worth $4.62M as of Q2 2026.
  • Avior Wealth Management sold 2,955 Home Depot shares in Q2 2026, an estimated $961K.
  • Home Depot made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Avior Wealth Management first reported a position in Home Depot in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Home Depot position peaked at $7.52M in Q1 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.