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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

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