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Invera Wealth Advisors’s Home Depot HD Stock Holding History

Invera Wealth Advisors’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 		$1.44M Sell
4,371
-85
-2% -$31K 0.92% 35
2025
Q4 		$1.53M Sell
4,456
-83
-2% -$30.4K 0.97% 33
2025
Q3 		$1.84M Sell
4,539
-26
-0.6% -$10.2K 1.13% 27
2025
Q2 		$1.67M Buy
4,565
+7
+0.2% +$2.53K 1.09% 30
2025
Q1 		$1.67M Buy
+4,558
New +$1.78M 1.08% 32
2024
Q1 		– Sell
-6,664
Closed -$2.31M – 75
2023
Q4 		$2.31M Buy
+6,664
New +$2.06M 1.45% 24

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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

Invera Wealth Advisors's HD Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Home Depot (HD) stake by 1.9% in Q1 2026, selling an estimated $31K and leaving 4,371 shares worth $1.44M. The position accounts for 0.92% of the portfolio, ranked #35.

Invera Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2023. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Invera Wealth Advisors held 4,371 shares of Home Depot worth $1.44M as of Q1 2026.
  • Invera Wealth Advisors sold 85 Home Depot shares in Q1 2026, an estimated $31K.
  • Home Depot made up 0.92% of Invera Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Invera Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Home Depot position peaked at $2.31M in Q4 2023.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.