NW
HD icon

Naviter Wealth’s Home Depot HD Stock Holding History

Naviter Wealth’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 		$3.86M Buy
10,954
+931
+9% +$303K 0.35% 67
2026
Q1 		$3.3M Buy
10,023
+296
+3% +$108K 0.41% 54
2025
Q4 		$3.35M Sell
9,727
-1,938
-17% -$710K 0.44% 50
2025
Q3 		$4.73M Buy
11,665
+504
+5% +$198K 0.55% 34
2025
Q2 		$4.09M Sell
11,161
-90
-0.8% -$32.6K 0.5% 44
2025
Q1 		$4.03M Buy
11,251
+101
+0.9% +$39.4K 0.49% 47
2024
Q4 		$4.34M Buy
11,150
+3,146
+39% +$1.29M 0.52% 40
2024
Q3 		$3.24M Sell
8,004
-207
-3% -$75.5K 0.45% 54
2024
Q2 		$2.83M Buy
8,211
+491
+6% +$167K 0.42% 58
2024
Q1 		$2.96M Buy
7,720
+756
+11% +$276K 0.48% 51
2023
Q4 		$2.41M Buy
6,964
+1,559
+29% +$483K 0.49% 49
2023
Q3 		$1.63M Buy
5,405
+159
+3% +$51.1K 0.39% 62
2023
Q2 		$1.63M Buy
5,246
+1,150
+28% +$340K 0.41% 61
2023
Q1 		$1.21M Sell
4,096
-108
-3% -$33.1K 0.42% 60
2022
Q4 		$1.34M Buy
4,204
+412
+11% +$126K 0.37% 64
2022
Q3 		$1.05M Buy
3,792
+306
+9% +$90.3K 0.43% 49
2022
Q2 		$956K Buy
+3,486
New +$1.03M 0.39% 57

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

Naviter Wealth's HD Position: Q2 2026 in Review

Naviter Wealth increased its Home Depot (HD) stake by 9.3% in Q2 2026, buying an estimated $303K and bringing the position to 10,954 shares worth $3.86M. The position accounts for 0.35% of the portfolio, ranked #67.

Naviter Wealth first reported a position in HD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.73M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Naviter Wealth held 10,954 shares of Home Depot worth $3.86M as of Q2 2026.
  • Naviter Wealth bought 931 Home Depot shares in Q2 2026, an estimated $303K.
  • Home Depot made up 0.35% of Naviter Wealth's portfolio in Q2 2026, its #67 holding.
  • Naviter Wealth first reported a position in Home Depot in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Home Depot position peaked at $4.73M in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.