AWM
HD icon

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
Q2 		$1.18M Sell
3,359
-854
-20% -$278K 0.4% 53
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
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

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

Aviso Wealth Management reduced its Home Depot (HD) stake by 20% in Q2 2026, selling an estimated $278K and leaving 3,359 shares worth $1.18M. The position accounts for 0.4% of the portfolio, ranked #53.

Aviso Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q3 2025. 4,113 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Aviso Wealth Management held 3,359 shares of Home Depot worth $1.18M as of Q2 2026.
  • Aviso Wealth Management sold 854 Home Depot shares in Q2 2026, an estimated $278K.
  • Home Depot made up 0.4% of Aviso Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Aviso Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Home Depot position peaked at $2.31M in Q3 2025.
  • 4,113 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.