Aviso Wealth Management’s Home Depot HD Stock Holding History

Aviso Wealth Management’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 Q1	$1.39M	Sell	4,213 -795	-16%	-$290K	0.62%	37
2025 Q4	$1.72M	Sell	5,008 -681	-12%	-$249K	0.72%	35
2025 Q3	$2.31M	Buy	5,689 +220	+4%	+$86.5K	1%	24
2025 Q2	$2.01M	Buy	5,469 +2,535	+86%	+$917K	0.94%	24
2025 Q1	$1.08M	Buy	2,934 +752	+34%	+$293K	0.57%	49
2024 Q4	$849K	Sell	2,182 -4	-0.2%	-$1.63K	0.43%	63
2024 Q3	$886K	Sell	2,186 -911	-29%	-$332K	0.48%	58
2024 Q2	$1.07M	Sell	3,097 -20	-0.6%	-$6.82K	0.63%	41
2024 Q1	$1.2M	Buy	3,117 +7	+0.2%	+$2.56K	0.75%	33
2023 Q4	$1.08M	Buy	+3,110	New	+$963K	0.78%	34

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aviso Wealth Management's HD Position: Q1 2026 in Review

Aviso Wealth Management reduced its Home Depot (HD) stake by 16% in Q1 2026, selling an estimated $290K and leaving 4,213 shares worth $1.39M. The position accounts for 0.62% of the portfolio, ranked #37.

Aviso Wealth Management first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Aviso Wealth Management held 4,213 shares of Home Depot worth $1.39M as of Q1 2026.
Aviso Wealth Management sold 795 Home Depot shares in Q1 2026, an estimated $290K.
Home Depot made up 0.62% of Aviso Wealth Management's portfolio in Q1 2026, its #37 holding.
Aviso Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Home Depot position peaked at $2.31M in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.