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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
Q2 		$1.86M Buy
5,275
+904
+21% +$294K 1% 31
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 $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

Invera Wealth Advisors's HD Position: Q2 2026 in Review

Invera Wealth Advisors increased its Home Depot (HD) stake by 21% in Q2 2026, buying an estimated $294K and bringing the position to 5,275 shares worth $1.86M. The position accounts for 1% of the portfolio, ranked #31.

Invera Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2023. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Invera Wealth Advisors held 5,275 shares of Home Depot worth $1.86M as of Q2 2026.
  • Invera Wealth Advisors bought 904 Home Depot shares in Q2 2026, an estimated $294K.
  • Home Depot made up 1% of Invera Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Invera Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Home Depot position peaked at $2.31M in Q4 2023.
  • 4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.