IWA
HD icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

IVC Wealth Advisors increased its Home Depot (HD) stake by 8.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 854 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #137.

IVC Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $683K in Q4 2021. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • IVC Wealth Advisors held 854 shares of Home Depot worth $301K as of Q2 2026.
  • IVC Wealth Advisors bought 68 Home Depot shares in Q2 2026, an estimated $22.1K.
  • Home Depot made up 0.12% of IVC Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • IVC Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Home Depot position peaked at $683K in Q4 2021.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.