IVC Wealth Advisors
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IVC Wealth Advisors’s Home Depot HD Stock Holding History

IVC 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
Q3 		$238K Sell
838
-16
-2% -$5.25K 0.1% 155
2026
Q2 		$301K Buy
854
+68
+9% +$22.1K 0.12% 137
2026
Q1 		$259K Buy
786
+13
+2% +$4.74K 0.11% 147
2025
Q4 		$266K Sell
773
-110
-12% -$40.3K 0.12% 147
2025
Q3 		$358K Sell
883
-81
-8% -$31.8K 0.16% 116
2025
Q2 		$354K Buy
964
+11
+1% +$3.98K 0.17% 109
2025
Q1 		$349K Sell
953
-178
-16% -$69.4K 0.19% 107
2024
Q4 		$440K Sell
1,131
-278
-20% -$114K 0.25% 82
2024
Q3 		$571K Sell
1,409
-45
-3% -$16.4K 0.31% 70
2024
Q2 		$501K Buy
1,454
+14
+1% +$4.78K 0.28% 82
2024
Q1 		$552K Sell
1,440
-21
-1% -$7.67K 0.32% 76
2023
Q4 		$506K Sell
1,461
-83
-5% -$25.7K 0.31% 75
2023
Q3 		$467K Buy
1,544
+8
+0.5% +$2.57K 0.31% 81
2023
Q2 		$477K Buy
1,536
+90
+6% +$26.6K 0.3% 82
2023
Q1 		$427K Buy
1,446
+15
+1% +$4.6K 0.3% 82
2022
Q4 		$452K Buy
1,431
+141
+11% +$43K 0.33% 74
2022
Q3 		$356K Buy
1,290
+56
+5% +$16.5K 0.29% 85
2022
Q2 		$339K Sell
1,234
-144
-10% -$42.5K 0.26% 95
2022
Q1 		$412K Sell
1,378
-267
-16% -$92.6K 0.27% 93
2021
Q4 		$683K Sell
1,645
-9
-0.5% -$3.43K 0.44% 59
2021
Q3 		$543K Buy
1,654
+53
+3% +$17.4K 0.37% 72
2021
Q2 		$510K Buy
1,601
+65
+4% +$20.7K 0.36% 74
2021
Q1 		$469K Buy
1,536
+300
+24% +$82.7K 0.37% 74
2020
Q4 		$328K Buy
+1,236
New +$340K 0.31% 84

Other funds holding HD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IVC Wealth Advisors's HD Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Home Depot (HD) stake by 1.9% in Q3 2026, selling an estimated $5.25K and leaving 838 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #155.

IVC Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 24 quarters since. The position peaked at $683K in Q4 2021. 2,774 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • IVC Wealth Advisors held 838 shares of Home Depot worth $238K as of Q3 2026.
  • IVC Wealth Advisors sold 16 Home Depot shares in Q3 2026, an estimated $5.25K.
  • Home Depot made up 0.1% of IVC Wealth Advisors's portfolio in Q3 2026, its #155 holding.
  • IVC Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Home Depot position peaked at $683K in Q4 2021.
  • 2,774 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.