IAA
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Independent Advisor Alliance’s Home Depot HD Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-5
Closed -$3K – 616
2020
Q4 		$3K Buy
+5
New +$1.37K ﹤0.01% 560

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Independent Advisor Alliance's HD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Home Depot (HD) stake by 17% in Q1 2026, selling an estimated $6.63M and leaving 86,875 shares worth $28.6M. The position accounts for 0.31% of the portfolio, ranked #66.

Independent Advisor Alliance first reported a position in HD in Q4 2016 and has held it in 38 quarters since. The position peaked at $43.5M in Q3 2025. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Independent Advisor Alliance held 86,875 shares of Home Depot worth $28.6M as of Q1 2026.
  • Independent Advisor Alliance sold 18,197 Home Depot shares in Q1 2026, an estimated $6.63M.
  • Home Depot made up 0.31% of Independent Advisor Alliance's portfolio in Q1 2026, its #66 holding.
  • Independent Advisor Alliance first reported a position in Home Depot in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Home Depot position peaked at $43.5M in Q3 2025.
  • 4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.