IWP
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Invenio Wealth Partners’s Home Depot HD Stock Holding History

Invenio Wealth Partners’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 		$547K Sell
1,551
-117
-7% -$38.1K 0.2% 55
2026
Q1 		$549K Sell
1,668
-350
-17% -$128K 0.22% 51
2025
Q4 		$694K Sell
2,018
-190
-9% -$69.6K 0.26% 47
2025
Q3 		$895K Buy
2,208
+103
+5% +$40.5K 0.33% 41
2025
Q2 		$772K Buy
2,105
+361
+21% +$131K 0.31% 42
2025
Q1 		$639K Buy
1,744
+47
+3% +$18.3K 0.27% 44
2024
Q4 		$660K Buy
1,697
+30
+2% +$12.3K 0.28% 47
2024
Q3 		$675K Sell
1,667
-15
-0.9% -$5.47K 0.29% 45
2024
Q2 		$579K Buy
1,682
+24
+1% +$8.19K 0.29% 47
2024
Q1 		$636K Sell
1,658
-21
-1% -$7.67K 0.34% 44
2023
Q4 		$582K Buy
1,679
+166
+11% +$51.4K 0.42% 44
2023
Q3 		$457K Buy
1,513
+88
+6% +$28.3K 0.42% 47
2023
Q2 		$443K Buy
+1,425
New +$421K 0.5% 40

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

Invenio Wealth Partners's HD Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Home Depot (HD) stake by 7% in Q2 2026, selling an estimated $38.1K and leaving 1,551 shares worth $547K. The position accounts for 0.2% of the portfolio, ranked #55.

Invenio Wealth Partners first reported a position in HD in Q2 2023 and has held it in 13 quarters since. The position peaked at $895K in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Invenio Wealth Partners held 1,551 shares of Home Depot worth $547K as of Q2 2026.
  • Invenio Wealth Partners sold 117 Home Depot shares in Q2 2026, an estimated $38.1K.
  • Home Depot made up 0.2% of Invenio Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Invenio Wealth Partners first reported a position in Home Depot in Q2 2023 and has held it in 13 quarters since.
  • Invenio Wealth Partners's Home Depot position peaked at $895K in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.