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Navis Wealth Advisors’s Home Depot HD Stock Holding History

Navis 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 		$413K Sell
1,255
-213
-15% -$77.6K 0.21% 109
2025
Q4 		$505K Buy
1,468
+236
+19% +$86.4K 0.21% 98
2025
Q3 		$499K Sell
1,232
-300
-20% -$118K 0.37% 59
2025
Q2 		$562K Buy
1,532
+27
+2% +$9.77K 0.47% 48
2025
Q1 		$552K Buy
1,505
+181
+14% +$70.5K 0.54% 42
2024
Q4 		$515K Buy
1,324
+214
+19% +$87.4K 0.56% 44
2024
Q3 		$450K Hold
1,110
– – 0.49% 50
2024
Q2 		$382K Buy
1,110
+76
+7% +$25.9K 0.44% 49
2024
Q1 		$397K Buy
1,034
+24
+2% +$8.77K 0.48% 48
2023
Q4 		$350K Sell
1,010
-60
-6% -$18.6K 0.46% 52
2023
Q3 		$323K Buy
1,070
+8
+0.8% +$2.57K 0.47% 53
2023
Q2 		$330K Sell
1,062
-1
-0.1% -$295 0.3% 53
2023
Q1 		$314K Sell
1,063
-32
-3% -$9.81K 0.34% 52
2022
Q4 		$346K Buy
1,095
+173
+19% +$52.7K 0.49% 45
2022
Q3 		$255K Hold
922
– – 0.39% 59
2022
Q2 		$253K Hold
922
– – 0.27% 81
2022
Q1 		$276K Hold
922
– – 0.24% 85
2021
Q4 		$383K Buy
922
+167
+22% +$63.6K 0.32% 63
2021
Q3 		$248K Buy
755
+1
+0.1% +$328 0.17% 111
2021
Q2 		$240K Buy
754
+1
+0.1% +$318 0.2% 91
2021
Q1 		$230K Buy
753
+502
+200% +$138K 0.18% 96
2020
Q4 		$67K Buy
+251
New +$69K 0.06% 137

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

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

Navis Wealth Advisors reduced its Home Depot (HD) stake by 15% in Q1 2026, selling an estimated $77.6K and leaving 1,255 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #109.

Navis Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $562K in Q2 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Navis Wealth Advisors held 1,255 shares of Home Depot worth $413K as of Q1 2026.
  • Navis Wealth Advisors sold 213 Home Depot shares in Q1 2026, an estimated $77.6K.
  • Home Depot made up 0.21% of Navis Wealth Advisors's portfolio in Q1 2026, its #109 holding.
  • Navis Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Navis Wealth Advisors's Home Depot position peaked at $562K in Q2 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.